Money Monday!

“If the world were perfect, it wouldn’t be.”  -Yogi Berra

Covid Questionnaire

It is “year in review” time.  I thought I would throw out some questions for you to ponder as we reflect on one of the most interesting times in our lives:

  • What was the best decision you made with your money this year?
  • What was the worst decision you made with your money this year?
  • What person in your life really came through for you in 2020?
  • What person in your life most needs your help right now?
  • What is the first thing you will do once you get the vaccine and know you have Covid antibodies?

Write down three ways your overall outlook has changed that you never want to forget:



Georgia Senate Race

As we get closer to the critical January 5 runoff elections in Georgia, I thought it would be helpful to give you background on each of the races.  The news on this will be nonstop, so I included two articles which appear to give a neutral presentation of important facts in each of these races. 

Loeffler vs. Warnock,_2020_(December_1_runoff)

Purdue vs. Ossoff,_2020_(Perdue_vs._Ossoff_runoff)


On Christmas Day

I found this to be interesting. These are 25 historical events that happened on Christmas Day.






Any opinions are those of Wheeler Financial LLC and not necessarily those of RJFS or Raymond James.  The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material.  The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete.  Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While familiar with the tax provisions of the issues presented herein, Raymond James financial advisors are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.