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    • Susan M. Tillery
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  • Welcome
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    • Susan M. Tillery
    • Thomas Neal Tillery
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    • About Our Courses
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    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
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Menu
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
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Stock Pickers, Market Timers, and Crystal Balls

Stock Pickers, Market Timers, and Crystal Balls
  • Post author:fpadvocate
  • Post published:August 12, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…

Continue ReadingStock Pickers, Market Timers, and Crystal Balls

First Quarter News for 2021

First Quarter News for 2021
  • Post author:fpadvocate
  • Post published:February 15, 2021
  • Post category:CPA/Quarterly Update/Uncategorized
  • Post comments:0 Comments

Now (First Quarter 2021) is the time not to follow the crowd. Current economic indicators are very positive for 2021. First and foremost, no one can “tell” the future. The…

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Change Amid the Chaos

Change Amid the Chaos
  • Post author:fpadvocate
  • Post published:April 30, 2020
  • Post category:CPA/Uncategorized
  • Post comments:0 Comments

By Susan M. Tillery A colleague and friend recently asked me this question: “Do you have any insights, thoughts, or ideas for me during these turbulent times, especially as my…

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