Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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    • Plan Your Future
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Financial Life Planning Forms

Following are the homework assignment forms for our life planning process.  Please fill out online any forms you are assigned and the information will be automatically sent to us when you complete the form.

Please note, there is no way to save your progress on the form, so it must be filled out and submitted in one session.

If you find it too difficult to fill out any particular form online, let us know and we will email you the form in either Word or PDF format, whichever you request.

  • Your Life’s Value and Purpose
  • Financial Goals For Life
  • Retirement Vision and Concerns

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Schedule Introductory Meeting

The Myers Cap Post

  • Can Stocks Continue to Rise?
  • Markets Thrive Despite Shutdown
  • Stay Balanced
  • Key Questions on Government Shutdown
  • Why Gold Is Rising And Is It A Good Long Term Investment
  • Good News: Economy Grows More In the Second Quarter Than Previously Estimated
  • A Case For International Stock in 2025
  • Are Rate Cuts Good for Stock Markets?
  • What Should I Think? The Fed Just Cut Interest Rates, But the Stock Market Is At All Time Highs
  • Fed Cuts Interest Rates Today
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Location & Office Hours

(215) 657-0300

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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management, Inc. is an investment adviser registered with the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Myers Capital Management may only transact business in those states in which it is registered or qualifies for an exemption from registration. Information on this website should not be construed as an offer or solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. MCMI's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is not intended to provide investment, tax, or legal advice. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Insurance products and services are offered and sold through Myers Capital Management and individually licensed and appointed insurance agents. • Copyright Myers Capital Management, Inc.
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