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“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”Albert Schweitzer
Market Updates and Economic Monitor
. . . Eric Hoffer, an American moral and social philosopher. He was the author of ten books and was awarded the Presidential Medal of Freedom in February 1983.
. . . The Perfect Storm (Storm)
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.
The fact is, family wealth—how it’s managed, transferred and used—can generate major drama among family members. As wealth grows, so does the potential for that money to foment conflicts and bad financial decisions that can reduce a family’s financial position and even ruin intra-family relationships forever.
The Importance of Personal Umbrella Policies
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?
How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?
What if your dog was attacked by a stranger on your property and bit the person in self-defense—but you were still sued?
A Common Sense Guide to Heart Health
It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen?
We’re not just any wealth advisor firm, we are Auto Wealth Management, dedicated to establishing meaningful relationships wth our clients.
Branch Manager/Financial Advisor
Frank Pickett and Auto Wealth Management are dedicated to servicing business owners to help them towards achieving their goals and dreams.
At Auto Wealth Management, our clients matter. Every plan is tailor made for each individual.
Frank Pickett attributes much of his success to the client-centric approach he espouses, shepherding clients through a “complicated and dangerous world.” He has found a niche market helping self-employed business owners capture the value of the assets they have worked so hard to build up over the years.
Any opinions are those of the speaker and not necessarily those of Raymond James. John Bowen and CEG Worldwide are not affiliated with Raymond James. Investing involves risk and investors may incur a profit or a loss.
The first television spot of the “Tales of Financial Pragmatism” campaign for Raymond James, entitled “The Woman Who Lived Longer Than Any Person Who Has Ever Lived,” tells the story of fastidious librarian Emily Skinner who, at the age of 187, still enjoys life to the fullest thanks to careful planning with her Raymond James financial advisor.
Brilliantly practical scientist Harriet Tuttle’s tireless search for a more efficient life concluded with the most unorthodox solution. Harriet created four more Harriets. Together, they were a model of efficiency, accomplishing any number of tasks each day. However, while they looked identical, they were actually quite different.