News

Nearly 800 Volunteer for a Worthy Cause

Nearly 800 Volunteer for a Worthy Cause

Lake, Geneva, WI – Children’s World Impact would like to thank FORM Wealth of Lake Geneva, for their organization and support of the 2017 CWI Food Packaging Event. On Friday, March 17 and Saturday, March 18, close to 800 volunteers showed up at Lakeland Community Church to package 100,000 meals […]

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What Is Your “It List”?

Recently millions of American’s were dreaming. The Powerball lottery hit a record 1.5 billion dollar jackpot. Everyone who bought a ticket allowed themselves, if only for an instant, to think, ‘If I won, I would…’and they would name their “It List.” My question to you, what would you do if […]

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FORMing Our Philosophy

Perhaps the most important thing I have learned so far in my 18-year career is the critical difference between having a market philosophy versus a market outlook. This philosophy has been established based on all that history can teach about investing, and it is maintained and strengthened when new events […]

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FORMing Your Future

The other evening while sitting around the dinner table, my son Jackson started a conversation about a friend at school who was, as he proclaimed, rich. He went on to talk about all her toys and video games, and her big house and the like. He then said he wished […]

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PerFORMance = How Are We Doing?

Whenever you asked Grandma how Grandpa was doing, she always answered, “Compared to what?” In order to define how we are doing as your advisors managing your life savings, you need to compare us to something. The problem is, how do you compare us and to what? Over the years […]

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The Power of Why?

“Why?” It is a little word – only three letters, but it can convey so much. If you spend any time with a young child, you will quickly learn that this little word is one of their favorites. However, somewhere along the way we seem to lose that awareness or […]

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Tyson Ray Wins National Recognition For Philanthropic Excellence

LAKE GENEVA FINANCIAL ADVISOR TYSON RAY WINS NATIONAL RECOGNITION FOR PHILANTHROPIC EXCELLENCE Tyson Jon Ray, founding partner of FORM Wealth, won the 2014 Invest in Others Global Community Impact Award, one of five categories of awards presented on September 18 at the eighth annual Invest in Others Community Leadership Awards dinner […]

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Go Go – Slow Go – No Go

The moment you retire and your monthly paycheck stops automatically depositing into your bank account, a new stress enters your life. The stress comes from the idea of living off the assets you have spent your life saving. The stress comes from the idea of turning the valve or flipping […]

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Accumulation – Transformation – Utopia

There are many different stages of life that we journey through. We are kids. We are students. We are young adults. We might get married. We work and raise a family. We then retire and redefine our life stages all over again. Clients have taught me life is a journey, […]

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The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Tyson Ray and Luke Kuchenberg and not necessarily those of Raymond James, and areas of this date and subject to change without notice. There is no guarantee these trends will continue. Past performance may not be indicative of future results. You should discuss any tax or legal matters with the appropriate professional.