Investing
Posts about Investing.
The Importance of Discovering Your Personality Type
There are hundreds of factors in your life that will determine how fulfilled you are, how happy your relationships tend to be, and how much success you will experience. However, I happen to think that one of those factors trumps every other one, almost to the point...
My Favorite Books Read in 2017: Recommendations for Those Who Want to Enhance Their Lives
A commitment to lifelong learning is one of my core values as an advice-based financial planner. Even with all the technology and interactive ways of acquiring knowledge that have become popular, my favorite way of learning is still reading a good book. In 2017, I...
Your Money and You: Using Wealth to Enhance Learning
In my last blog, we talked about how, as an advice-based planner and a fiduciary, I feel a responsibility to help my clients view money in a positive and beneficial light by using it to enhance their wellness. In the second part of my series, I want to talk about...
Your Money and You: Using Wealth to Increase Wellness
As an advice-based planner and a fiduciary, I find that the clients I work the best with are the ones who I form a mentoring partnership with. That means that we not only talk about their investments, stocks, and retirement goals, but that we also talk about overall...