Quantum Group

04/08/2022

03/11/2022

Dear Coach K,

I've never met you, though you've walked past me many times on a stretch of beach called Pine Knoll Shores. I didn't want to bother you, but wish I had known about your gift to Steve Mitchell. His departure from this earth has offered the story of a life well-lived. He was the man who sat behind you in Duke University’s Cameron Indoor Stadium for 37 years.

He did a lot in his sixty plus years. He was born with Down syndrome and his family shrugged off the doctors and took him right home. He was integrated in an era that made his parents ground breakers; school or church, Steve was there. I am a special needs mama too and their forging a path has benefited so many. You called Steve "a good friend who had some challenges." What a gift of inclusive language.

The story goes that in 1980 the only thing Steve Mitchell wanted for Christmas was a Duke Men's Basketball ticket, not an easy score, but Steve's brother had a construction company and was hired to renovate the new coach’s, Mike "Coach K" Krzyzewski, house. He asked you how one might find a ticket to buy and explained his brother’s Christmas wish.

“He can sit behind me,” you said. Did you know how life changing that gift would be?

The following season, Steve wrote you a letter saying, “Coach, I know we’re going to have another great year. I was hoping that I could sit near you again.” You said yes to a family that may have heard no far more often. He wrote you a letter every year for 37 years and though he left this earth five years ago, I imagine he’s cheering you along tonight for a final win.

He loved nothing more than heading to will call and collecting the ticket for one Steve Mitchell. He would make his way to his seat behind you (with the help of his favorite usher, Fran), a tradition that was life changing for his self-confidence, said his family. You shook his hand before every game.

Thank you, Coach K.

Mamas of special needs kids know that kindness extends far beyond team affiliation and we know that our team is the best of all and as for Steve?

Godspeed, my friend and thank you.

Coach K, your legacy on AND off the court will be remembered.

Love,
Adrian (Amos's mom)

11/24/2021

We continue to work to find resonance on Health Plan choices during open enrollment. Compare options, ESPECIALLY when you have multiples available in your household.

We've gone full Old Coach Whiteboard Mode on this one:

😀 Best Case Scenario - No health events cost you only premium

😕 Worst Case Scenario - Health Event makes you pay premiums and your maximum out of pocket

Questions:

🤔 Is it better to spend money on health care IF YOU NEED TO?

🤔 Does a deductible matter - if the out of pocket cost is higher?

🤔 What's the opportunity cost of money spent on premiums that go with that warm fuzzy deductible?

11/03/2021

Dusty Baker gave me perspective while watching the World Series pre-game last night.

"I don't know that it's Old School or New School. I'd say I'm more concerned with that it's the Right School"

Marketing on Social Media is the slippery slope where one tries to manage the ratio of sizzle to steak. If I'm different in person that I am online, I'm not sure what I'm accomplishing.

In conversations lately, I don't hear many questions about the "new thing" or critiques on the "old methods".

But I do hear..."Is this what you'd recommend?" & "Do you think this is right for us?"

10/16/2021

Quantum Group is at the La Crosse County Veteran’s Bonanza today!

10/14/2021

With the recent 5.9% cost of living increase to Social Security benefits, there will likely be beneficiary accounts that move toward exceeding the $2000 asset limit.
Rather than lose benefits or spend down those funds, how about saving them to an ABLE Account.
What's an ABLE Account? Take a listen to this week's episode of the .
https://open.spotify.com/episode/2giRMZRhSPUYXVlUc5cRQp...

09/28/2021

As we endure another fun day in the market, we keep talking about emotional intelligence and anticipating how days like this might make you feel about you plan.

Disclaimer: This is either a really good client conversation where we captured a number of good talking points OR I'm wearing this shirt to the office way to much and need to change my rotation......🤣

09/26/2021

It’s the 19th DSAW LaCrosse Area Down Syndrome Awareness Walk!

Raising money for DSAW and getting steps = Win/Win

09/17/2021

As we finish the last day of a 10 day run of the market with 8 days being in the red, conversations pick up about market timing and what the future holds.

Advisors should never be afraid to discuss the bad news with clients. It's an opportunity to get everyone on the same page and develop a mindset of resilience as we head into a commonly volatile time of year.