Silver Leaf Investment Advisors

11/03/2026

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳

Why do smart people chase numbers like that? Psychologist Daniel Kahneman said it best: "Stories trump statistics." 🧠

A hot streak always comes with a story. The story is what sells. The math is what stings.

Riches to rags is an old pattern, and so is the reverse. When a return looks too good to be true, give the story the same scrutiny you'd give the number.

If a market headline has your attention, run it past us before it runs your portfolio. 💬

11/02/2026

This week's Monday Morning Outlook, November 2nd, 2026:
https://www.ftportfolios.com/Commentary/EconomicResearch/2026/11/2/recent-news-on-gdp-and-the-fed

10/29/2026

Will your retirement income outlive you, or will you outlive it?

Most people never ask this question until it's too late. Join Silver Leaf Investment Advisors for a free virtual seminar on the 3-step plan for turning your 401(k) or IRA into retirement income that keeps up with rising costs.

No cost. No obligation. Just a clear plan.

Free seminar. Reserve your seat.

November 17th, 2026 at 12pm and 6pm

Most people never ask this question until it's too late. Join Silver Leaf Investment Advisors for a free virtual seminar on the 3 step plan for turning your 401(k) or IRA into retirement income that keeps up with rising costs.

10/29/2026

Nationwide's 2026 study surfaced three key lessons from parents:

🎯 Not starting early enough.
More than 25 percent of recent retirees wish they had started sooner. Fifteen years of compounding early in a career can make a HUGE difference.

🎯 Not raising the contribution rate as your income grows.
Thirteen percent of recent retirees wish they had contributed more to their savings each year.

🎯 Claiming Social Security at 62.
More than a third of boomers plan to claim benefits the moment they become eligible, even though doing so cuts the monthly benefit by 25 to 30 percent for life.

According to the SSA, waiting past full retirement age adds 8 percent per year, up to age 70.

Across the research, three things seem to matter most:

1️⃣ Starting early
2️⃣ Getting an outside perspective rather than relying on instinct alone
3️⃣ Treating retirement as something that unfolds over decades rather than a single date on the calendar

10/26/2026

We are starting our next class, this is FREE event.
Classes begin Friday October 30th, 2026. 8:30am to 10:30am

Silver Leaf Education Center
625 Water Street Ste., 107
Prairie du Sac, WI 53578
If you have questions please feel free to call 608-643-8882 ask for Andrea
Coffee and donuts provided

10/26/2026

This week's Monday Morning Outlook, October 26th, 2026: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/10/26/solid-real-gdp-growth-in-q3

10/26/2026

How many years before you are ready to be “retired”?

It’s one of the most important numbers yet.

TIAA's 2026 longevity literacy research found that workers who expect a shorter retirement save less consistently than those who expect a longer one.

That makes sense, but it also means the people who assume their retirement will be short are the same ones who may be building portfolios with shorter time horizons.

Once someone has already reached 65, the numbers shift.

According to Social Security Administration data:

📌 A 65-year-old man has roughly a 24 percent chance of living past 90

📌 A 65-year-old woman's chances are higher, closer to 35 percent

📌 For a 65-year-old married couple, there is about a 50 percent chance that at least one spouse lives past 90

The practical implication is not "assume you will live to 100."

It’s that a retirement income strategy built around the “average lifespan” often assumes a person will die on schedule. Most people do not.

If retirement is on your horizon, the question to ask is, "What happens to my income strategy if I live to 95?"

10/22/2026

Trust & Will's 2026 Estate Planning Report found that 56 percent of adults don't have core documents in place, including:

📝 A will: who gets what, and who is in charge of making it happen

🏥 A healthcare directive (or living will): what you want if you cannot speak for yourself

✍️ Two powers of attorney, one for medical decisions and one for financial decisions, each naming a specific person

📄 A letter of instruction: the practical map to where accounts live, who your professionals are, and what your kids or pets need

The friction is that estate work forces a family to sit with mortality, name specific people for specific roles, and make decisions that feel too permanent to rush.

Without something in writing, though, families are left improvising during one of the most difficult moments of their lives.

Most say they fully intend to get to it, but too many put it off until it's too late.

Don't put it off. Talk to a financial professional who can help.

10/22/2026

📣 Coming up October 27!

Silver Leaf’s upcoming seminar is just around the corner! 🌿 If you’re interested in attending, now is a great time to reserve your spot.

🗓️ Tuesday, October 27
⏰ Two session options: Noon or 6 PM

Advance registration is required, so sign up and choose the time that works best for you!

👉 Register here: https://www.silverleafadv.com/seminar-sign-up

We look forward to seeing you there! 😊

Most people never ask this question until it's too late. Join Silver Leaf Investment Advisors for a free virtual seminar on the 3 step plan for turning your 401(k) or IRA into retirement income that keeps up with rising costs.

10/19/2026

This week's Monday Morning Outlook, October 19th, 2026: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/10/19/friedman-vs-woodford