Some Simple Rules

"In your actions, don't procrastinate.  In your conversations, don't confuse.  In your thoughts, don't wander.  In your soul, don't be passive or aggressive.  In your life, don't be all about business."  MARCUS AURELIUS, MEDITATIONS, 8.51

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The Cost of Freedom

Dear Clients and Friends,

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All Progress Begins With the Truth

A friend of mine once said, “We spend an inordinate amount of time wondering what people who we don’t even like think about us.”

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Regarding Coronavirus

To our Clients and Friends,

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Doom and Gloom Investing

The simple pleasures in life, like quietly reading a book, often bring the most joy. I enjoy reading about history and the economy, so I recently searched online for some of the most popular titles on investment advice.

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It’s Never Different This Time

Most of us remember exactly where we were the morning of September 11, 2001. That horrific day not only changed the lives of thousands of families in New York; it also set our country on a complicated path the outcomes and implications of which are still being debated. We will truly never forget.

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Unabashed Optimism

It seems sometimes that we go out of our way to find things to worry about. Whenever I hear talk about how bad things have become, I understand that, yes, some people are hurting and need our help, but the vast majority of Americans wake up each day with a roof over our heads, clean water and more than enough to eat.

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Advice For Choosing A Financial Advisor You Can Trust

There’s a lot of noise out there. The internet has transformed the world, releasing the power of information in amazing ways. But it also has become a venue for the dissemination of much nonsense. Every talking head or columnist seems to profess a different strategy, and in no industry is that truer than financial services.

A healthy sense of skepticism has always been wise, and in today’s informational avalanche, it is essential. Perhaps there was a time, at the apex of journalistic integrity, when individual investors could trust much of what they read in print. But today, you need to follow a set of clear principles so the media noise won’t get in the way of your progress.

People sometimes ask us whether we have some trick to gauging the market. We have no wand or crystal ball. We do our utmost to help clients find the right strategy — and rather than a trick, that requires a good measure of sense. We do not know, nor does anyone, exactly what the future holds at any particular time. We approach investing by building portfolios in anticipation of market volatility, not in reaction to it.

Many people find it tough to resist the temptation to make a rash move in a bear market as the media noise becomes deafening. If you are concerned about whether you have the discipline to stick to a plan, professional guidance can help you. People hire specialists all the time to handle tasks that require specialized knowledge or that (for whatever reason) they don’t want to do themselves. Wise leaders delegate. In particular, when it comes to your personal finances, a credentialed, fee-based financial professional can give you knowledgeable and experienced advice on how to attain a fruitful retirement.

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It's Time To Make a Plan


"If a man knows not to which port he sails, no wind is favorable." – Seneca

The Stoic philosopher Seneca may have been ahead of his time.  There might be something to this whole planning thing.

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Welcome to Upland Financial Partners!

Upland Financial Partners officially launched today.  Our mission is simple...serving the financial needs of upland hunters and fine gun collectors.  That's who we serve because that's who we are.
This laser focus allows us to confidently proclaim "We are THE HUNTER’S FINANCIAL ADVISOR℠".

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