John Stevens’ Post

In this month's blog, Stevens Strategy's Mike Townsley examines the recent trend of short-term presidencies, illustrating a clear connection to institutional financial resources and providing an instructive list of strategic actions for Presidents in cash-poor institutions. https://ow.ly/EfoG50PBSan

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/mQWx50S8r2Q

💡WATCH THE REPLAY if you’ve missed the live session! https://lnkd.in/gcdtQvtP During the session, I had the honour of interviewing Mark Higgins, CFA, CFP®, where he shared the implications from U.S. financial history on today’s investment decisions. Mark, Senior Vice President for Index Fund Advisors, has recently published an enlightening book titled “Investing in U.S. Financial History.” 📚You can read three excerpts from his book in his recent Enterprising Investor blog post, each illuminating an important financial concept: https://lnkd.in/e-Zf2kqY.

Let's take a cue from the Founding Fathers themselves on how to achieve financial independence. Check out this fascinating article which reveals the money habits and strategies of the men who shaped America's history: https://hubs.la/Q02DyCSR0

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It's a new year, with the future ahead of me - but on 'Take Me Back Tuesdays' I like to reach into the past of accomplishments, too. Here, from 40 years ago (!) a short piece I did for national Canadian mag 'The Financial Post Magazine' - one of 4 articles (incl. a long one) I did for it in '84: #movingcosts #packingcosts #takemebacktuesday #businessarticle https://lnkd.in/gFX-JBXd

Click the link below to view our weekly update. The link will provide key takeaways from the week prior and guidance as we move forward. https://bit.ly/3uOZBc9 Sheilina Sperry, Edward Jones Financial Advisor

Click the link below to view our weekly update. The link will provide key takeaways from the week prior and guidance as we move forward. https://bit.ly/4a2qn0h Sheilina Sperry, Edward Jones Financial Advisor

From the Archives: Financial Market History Can Help Today’s Investors Editors David Chambers and Elroy Dimson discuss the research and inspiration that went into producing Financial Market History... https://ow.ly/1OCj50Qp9hZ

Click the link below to view our weekly update. The link will provide key takeaways from the week prior and guidance as we move forward. https://bit.ly/43oK1RB Sheilina Sperry, Edward Jones Financial Advisor