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Hot For A Good Cause!


Summer is almost over in a few short days, the kids will be back in school and work will begin to normalize a little since everyone will have finished up their vacations for the year. It’s been a busy summer here at Chapman Wealth Management: We revamped our website, added some really cool electronic services for our clients and observed some really volatile markets… whew! But what have we really done that matters this summer? I’d like to challenge you to think about that yourself.

In just a few days, Keith Chapman will be participating in the Hotter Than Hell Bike race in Wichita Falls, Texas, to raise money to rebuild The Grace Children’s Hospital that was devastated in that earthquake in 2008.

First, about the race. The Hotter than Hell is in it’s 35th year: it is an annual cycling event that draws 13,000 cyclists from all over the country to participate in a grueling and challenging ride in the sweltering Texas sun. It’s the largest single day 100-mile endurance bicycle ride in the nation. The challenge is made even more difficult by the prevailing winds. There’s just nothing like riding a bike into a 15-mph wind(so you’re working extra hard to get nowhere)with the Texas sun blazing overhead…

Now, about the cause:This is really near and dear to us at CWM. We can not say enough good about the International Child Care organization. ICC is a Christian health development organization that has been serving the children of Haiti since 1967 and the Dominican republic since 1988. ICC Provides health and wholeness For children and families in empowered communities. The Hotter than Hell is their largest fundraising event of the year. And this year the proceeds are going to help rebuild an important hospital for children.

We encourage you to get involved in the causes that you are passionate about! Donations may be tax deductible, they can actually improve your sense of well-being. As always, if you have any questions about how you can make this part of your plan, call Keith! If anything changes in your current financial situation, call Keith! We are here to help.

Click here if you wish to sponsor me in this event!

Hot For A Good Cause!2017-09-01T13:21:19-05:00



Forget “traditional” financial planning that puts you on an unforgiving treadmill and often takes you to a questionable financial destination. Embrace a proven strategy that puts you in true control of your money and allows you to see the big picture. And gives you a clear understanding on how to make your money actually work for you to achieve the financial independence in your retirement that you’ve worked your whole life for! Get off the treadmill and take a leap! Let us show you how.

IS IT TIME TO TAKE A LEAP®?2017-09-01T13:21:19-05:00

Memorial Day


It was 1866 and the United States was recovering from the long and bloody Civil War between the North and the South. Surviving soldiers came home, some with missing limbs, and all with stories to tell. Henry Welles, a drugstore owner in Waterloo, New York, heard the stories and had an idea. He suggested that all the shops in town close for one day to honor the soldiers who were killed in the Civil War and were buried in the Waterloo cemetery. On the morning of May 5, the townspeople placed flowers, wreaths and crosses on the graves of the Northern soldiers in the cemetery. At about the same time, Retired Major General Jonathan A. Logan planned another ceremony, this time for the soldiers who survived the war. He led the veterans through town to the cemetery to decorate their comrades’ graves with flags. It was not a happy celebration, but a memorial. The townspeople called it Decoration Day.

In 1868 the northern states commemorated the day on May 30. The southern states commemorated their war dead on different days. Children read poems and sang civil war songs and veterans came to school wearing their medals and uniforms to tell students about the Civil War. Then the veterans marched through their home towns followed by the townspeople to the cemetery. They decorated graves and took photographs of soldiers next to American flags. Rifles were shot in the air as a salute to the northern soldiers who had given their lives to keep the United States together.

In 1882, the name was changed to Memorial Day and soldiers who had died in previous wars were honored as well. In the northern United States, it was designated a public holiday. In 1971, along with other holidays, President Richard Nixon declared Memorial Day a federal holiday on the last Monday in May.

Chapman Wealth Management salutes those who have died in the service of our country, those currently serving, and the families who have made great sacrifices for our freedom. We continue to live in the greatest country in the world. On this Memorial Day, take a few minutes to consider the blessings you have, celebrate the relationships in your life, both family and friends, and thank a veteran.
Then, on Tuesday, call us to begin work on your future success! God Bless America!

Memorial Day2015-05-13T10:48:34-05:00

Giant LEAP in Technology!

Now Offering Financial Stories and XRM!

Celebrating 19 years in the Financial Services Business, Chapman Wealth Management is constantly searching for new and more creative ways to bring the process of wealth creation to life. Our approach combines unique solutions with intuitive financial knowledge, innovative technology and integrity to provide our clients with the very best financial strategies available today.

We can model your financial future.

What sets us apart is our holistic approach to helping clients achieve their maximum financial potential. A Certified Master in the Leap System, Keith has become a recognized expert in the Wealth In Motion System which is designed to transform the way you build your financial future. We are proud to announce that we have added Financial Stories and Leap XRM products to once again take the lead in the Financial Industry’s most innovative planning strategies.

Financial Stories™ and XRM utilize scientific knowledge with new presentations offering the same engaging experience alongside an updated interface, a beautifully innovative design, cloud-based technology and clear instructive stories.

Chapman Wealth Management is your partner for a brighter and more successful tomorrow. For 19 years now, we’ve worked with a wide range of clients and have become a trusted source of sound financial strategies. We know you’ll agree that Leap’s Financial Stories™ and XRM are the fresh inventive way to achieve your financial goals and objectives. The Leap Model™ is presented in a client-facing format with all the tools necessary to organize your personal finances so you can make informed decisions.

Using Financial Stories™, we’ve helped single moms and CEO’s alike to plan their futures and make the right financial decisions for their individual situations. It gives us the ability to provide you with a macro-economic perspective of your entire financial life on one piece of paper.

LEAP is the most effective tool to come along in years at teaching the average person how money works and how to make it work for you. It is designed to simplify the entire financial process from start to finish, streamlining all those little details and intricate decisions that were once so confusing to the average investor. And Financial Stories™ is the perfect complement for this process.

As financial professionals, Chapman Wealth Management believes in putting you in control of your financial future. Our philosophy involves making sure that you know whether your current financial strategies are working so that you can re-engineer your wealth to improve your financial future.

Get Maximum Results!

Whether you want to put several children through college, retire on a dessert island, or simply protect what you have worked so hard to build, Chapman Wealth and the LEAP System make the dream possible. You deserve the opportunity to check out the dynamic financial stories and intuitively designed calculators of this innovative cloud-based technology.

Allowing you 24/7 access.

Create the strong, prosperous future you deserve with Chapman Wealth Management and the LEAP System with Financial Stories™ and XRM.

Giant LEAP in Technology!2017-09-01T13:21:19-05:00

The Buffet Tax


In 1969, Joe Barr, the last of LBJ’s Treasury Secretary’s (he served only 30 days) became famous. He testified before Congress that 21 millionaires had paid no income tax in 1967. A taxpayer ‘revolt’ was at hand.

Congress, in an effort to chase down those 21, created the Minimum Tax of 1969. Ultimately this became what you and I know as the Alternative Minimum Tax. The unintended consequence of this bending of tax policy is that AMT now impacts four million taxpayers, 27% of whom have AGI below $200,000 per year.  But I digress.

Whether you agree with Mr. Obama’s premise that too many billionaires pay too little tax is not the point. Our tax system is complicated, thus enabling financial institutions to create tax reduction strategies and products. Too many Americans rely on these passive strategies in the name of tax savings.  Remember this: “Taxes cannot be reduced by tax-advantaged financial instruments alone!” It is only through a well-coordinated and integrated process along with a sound economic process that taxes can be truly reduced both now and in the future.

Oh, and an econometric model that will allow you to test these proven strategies.

My prediction: regardless the outcome of the current tax debate, too many Americans will overpay their taxes this coming year simply as a result of the positioning of their assets, current volatility of the markets, and the turnover in their taxable portfolios. Don’t rely on the government or traditional financial planning strategies to protect you. You must do something now to limit this exposure.

If you don’t…prepare to be ‘Buffeted.’


The Buffet Tax2011-09-30T11:25:16-05:00

August 15th: A Very Important Anniversary


In July 1944, with World War II raging on, 730 delegates from all 44 allied nations gathered at the Mount Washington Hotel in Bretton Woods, New Hampshire for the United Nations Monetary and Financial Conference. Their primary goal was to rebuild the international economic system through a series of rules, institutions, and procedures. The delegates spent three weeks deliberating upon and eventually signing the Bretton Woods Agreements.

The Bretton Woods system called for each country to adopt a monetary policy that maintained the exchange rate by tying its currency to the U.S. dollar. If you were a favored bank you could exchange your dollars for gold at a fixed rate. This anchored the monetary system.

On August 15, 1971(“The Anniversary”), the United States, under Richard Nixon, unilaterally ceased convertibility of the dollar to gold. This meant that the dollar became an all out “fiat currency,” sustained by nothing but the promise of the federal government. Known as the Nixon Shock, this action meant that the United States dollar would be the sole backing of currencies and a reserve currency for the world.

Our government and governments around the world have been on a spending binge. When the central bank is able to suppress interest rates to zero and when the government can finance its debts with foreign central banks at negligible interest rates—there’s no check on these debts

What about you? Are you on a spending binge? Is your balance sheet “AAA”? Are you in control of your cash flow? Here’s a test: When you go out on Monday to celebrate the anniversary, will you pay with cash?

Happy Anniversary!


August 15th: A Very Important Anniversary2011-09-30T11:21:30-05:00

San Jacinto Day


It was 4:30 p.m. when scout Deaf Smith announced the burning of Vince’s Bridge, the only avenue of retreat for the opposing army. The main Texan battle line moved forward with their approach screened by the trees and rising ground. General Sam Houston personally led the infantry. In the center, two small brass, smoothbore artillery pieces (donated by citizens of Cincinnati, Ohio) known as the “Twin Sisters” were wheeled forward, supported by four companies of infantry.

The Texan army moved quickly and silently across the high-grass plain, and then, when they were only a few dozen yards away, charged Santa Anna’s camp shouting “Remember the Alamo!”  The Texans achieved complete surprise. It was a bold attack in broad daylight.  Santa Anna’s army, consisting primarily of professional soldiers, quickly collapsed. Hundreds of the demoralized and confused Mexican soldiers were routed. The Texan army had won a stunning victory.

The Battle of San Jacinto, fought on April 21, 1836, in present-day Harris County, Texas, was the decisive battle of the Texas Revolution. Santa Anna, the President of Mexico, was captured the following day and held as a prisoner of war. Three weeks later, he signed the peace treaty that dictated that the Mexican army leave the region, paving the way for the Republic of Texas to become an independent country.
Measured by its results, San Jacinto was one of the decisive battles of the world. The freedom of Texas  from Mexico won here led to annexation and to the Mexican-American War, resulting in the acquisition by the United States of the states of Texas, New Mexico, Arizona, Nevada, California, Utah and parts of Colorado, Wyoming, Kansas and Oklahoma. Almost one-third of the present area of the American Nation, nearly a million square miles of territory, changed sovereignty.

Chapman Wealth Management takes pride in celebrating San Jacinto Day. Don’t Mess With Texas!

San Jacinto Day2017-09-01T13:21:19-05:00

Take the ”LEAP” and Visit!


The future has arrived! Our new website outlines our holistic and comprehensive approach to personal financial planning. It includes an overview of the LEAP system featuring the Wealth In Motion software, an outline of our services and articles that are at once entertaining and pertinent to your financial success.

Take the ”LEAP” and Visit!2017-09-01T13:21:19-05:00

Veteran’s Day


World War I – known at the time as “The Great War” – officially ended when the Treaty of Versailles was signed on June 28, 1919, in the Palace of Versailles outside the town of Versailles, France. However, fighting ceased seven months earlier when an armistice, or temporary cessation of hostilities, between the Allied nations and Germany went into effect on the eleventh hour of the eleventh day of the eleventh month. For that reason, November 11, 1918, is generally regarded as the end of “the war to end all wars.”


Veteran’s Day2011-01-05T16:14:44-06:00

All That Glitters


Got gold? The radio is teeming with ads promoting gold as the panacea for our current economic and stock market woes, all touting the many ways to profitably invest, whether in bullion, coins, ETFs or mining stocks. So maybe you’re thinking you should own gold in some form since (according to what they say) it will always be worth something.

But does gold really have a place in your portfolio? (more…)

All That Glitters2017-09-01T13:21:19-05:00
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