What is a CERTIFIED FINANCIAL PLANNER™ Professional?
What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional certification is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® certification meet rigorous standards of professionalism and ethics, and are required to uphold the values […]
Read ArticleChoosing a Financial Planner
Choosing a Financial Planner Last time you considered working with a financial planner and stepped back to evaluate your wealth, what did you look at? If you’re like most people, it probably included taking inventory on your savings and checking balances, your investment accounts, your expenses, and other things of monetary value. You’re not alone. […]
Read ArticleSet Your Kids Up for Financial Success: The Fun Way to Teach Investments
Prepping your kids for a life of financial literacy and an understanding of investing (beyond the standard talk of allowances and savings accounts) is crucial to their financial stability and success in the long run. With the amount of resources on the market today, it’s literally never too early to start — and with your […]
Read ArticleConor McGregor: “Mystic Mac” And Market Forecasters
Conor McGregor, the recently crowned UFC Featherweight champion has taken the world by storm after his 13 second knockout of Jose Aldo who had successfully defended his belt for years and seemed unbeatable. The uber confident McGregor from Ireland is notorious for having his pre fight predictions outside of the ring coming true inside the […]
Read ArticleEven powerful brands can fail: 6 safeguards to put in place
Everyone loves a new restaurant: the allure of a new menu, a fresh atmosphere, an exciting experience. Yet even when that restaurant is started by a local powerhouse who’s boasted major success in the past, a flourishing entrance and prosperous existence isn’t always guaranteed. Such was the case with St. Philip Pizza, a highly-anticipated […]
Read ArticlePreserving Your True Wealth
Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]
Read ArticleCrowdfunding: The New Venture Capital?
Rewind to 2010. “Crowdfunding” was a term you heard and thought “Oh, that sounds fun.” At the time, your eyes probably opened wide when you heard that it accounted for $880 million in project funding. Today, we’re sure your eyes would open even wider when you hear this: a recent report from Massolution states that […]
Read Article2015 Q3 Review: Mindfulness And The Big Picture
Every week I participate in a discussion group that is currently reading and discussing the Majjhima Nikāya, or Middle Length Discourses of the Buddha. The discussion is led by an American Monk who was previously a Zen practitioner. Recently we were discussing the topic of “Mindfulness” and I realized that it has many practical applications […]
Read ArticleThe Dragon And The Big Bang Theory
This brief two-part summary covers two areas of interest: China and investor behavior. The first is China, which is on every investor’s mind, and explains how to invest there while avoiding most of the problems you’re hearing about. The second is a personal essay on having a successful investing mindset from a Hollywood executive producer, […]
Read ArticleHow to Read the Panicky Market
Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their Bloomberg […]
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