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Category: Individual

Identity Theft SEC Alert

The SEC (Security and Exchange Commission) recently issued an Investor Alert to provide investors with important steps to take regarding their investment accounts should they

October 6, 2015 No Comments

A Child’s View of Why We Need Money

Last year, my daughter’s kindergarten teacher told us that Ella really enjoyed writing. That has carried over to her first grade class as she recently

September 24, 2015 No Comments

10 Dangers of Joint Tenancy

In follow up to the article written by our friends at Laiderman Law Firm, I wanted to expand upon some of the dangers of joint tenancy. Also, I want

July 22, 2015 No Comments

My Thoughts on Greece and Puerto Rico

If you’ve watched or read the news lately then undoubtedly you’ve heard about the issues facing Greece and Puerto Rico. The bottom line is that

July 8, 2015 No Comments

I’m Proud To Announce…

I’m very proud to announce that my dad (I mean Phineas Peabody) recently released his first children’s book, “Pint-Sized Pauley and the Giant Volcano”. I

June 24, 2015 No Comments

Diversification

Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease

June 3, 2015 2 Comments

A Bicycle and a Jump Rope

I was really mad at God when He allowed my daughter to break her wrist. Looking back I realize how foolish that was considering that

April 21, 2015 No Comments

How To Manage Your Finances

Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be

January 12, 2015 2 Comments

(VIDEO) Bigger Is Not Always Better – Part II

Check out my experience with a large company and the resulting frustration due to a lack of customer service. This example reminds me that Bigger

January 9, 2015 No Comments

Bigger Is Not Always Better – Part I

We’re all familiar with the Walmart model that promises everyday low prices. Walmart, along with other big box stores have pushed many a small business

January 9, 2015 No Comments

Blocking the Plate

Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing. With that

December 24, 2013 2 Comments

What Does A Comprehensive Financial Plan Look Like?

Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to:

November 14, 2013 No Comments

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B.E.S.T. Wealth Management, LLC is a registered investment adviser with the State of Missouri and Texas. B.E.S.T. Wealth Management, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemptions or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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