Momentum Wealth Partners的动态

Thrilled to announce that I've been named Sun Life Wealth Builder of the Year! Huge thanks to all my amazing clients across BC for entrusting me with their investments and seeking my expert advice. If you're not yet one of my clients and feeling dissatisfied with the management of your current investments, don't hesitate to reach out. Let's work together to achieve your financial goals! #wealthbuilder #expertadvice #investmentstrategy

You’ve heard of risk and reward, but have you considered there could be a third dimension of investments? Jason Barsema recently joined Jason J. Howell, CFP?, CPWA?, CSRIC? to introduce what we call, “three dimensional investing,” or the idea that there is so much more to modern day financial planning than simply risk and reward. Check out the full episode now live: https://hubs.li/Q02WxJSk0 #PortfolioAllocation #FinancialPlanning #RiskReward JASON HOWELL COMPANY

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/mQWx50S8r2Q

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/mQWx50S8r2Q

She Leads I visited my allergist yesterday.? I tell him what he does is so important.? So he asks, what do I do? “I have my own investment management and financial planning firm.” “Would you recommend women go into investment management?” “Do you have a daughter?” “Yes” “No, not unless she is hungry. She has to want to go from rags to riches.” “How old is your daughter?” “7 years old.” I laugh. He doesn’t.?? I tell him about my quick journey, which I went from: - Investment banking, great financial model training, but too much of an old boys' club to - Hedge funds, you get paid for your performance, eat what you kill, but I used to love it because was hungry.? - now, as a financial advisor and investment manager, I love serving my clients. Then, my Dr. shares a conversation he and his wife had.? His wife wants his daughter to stay away from finance and develop empathy. Then I say that she risks not knowing how the economy works. How the world works.? She might get some advisor from the local bank selling her an annuity she doesn’t need … The secret to thriving in today’s hypercompetitive, dog-eat-dog world, is having a combination of both: we all must have: - empathy and understanding of trade offs, career choices, - when to take risk and - how we make decisions - based on logic or emotion or both. As an advisor, I seek to understand and learn from people’s emotions. Then, I combine logic and emotion to model their financial future. This is why some folks should collaborate with a financial professional.?? We can help you achieve your financial goals and secure a prosperous future. Join Georgia Secretary of State, Brad Raffensperger’s She Leads webinar tonight at 6pm: “Grow and Preserve Your Wealth - Find the Right Financial Professional.” Moderated by Award-winning Journalist Donna Lowry,? panelists for this free livestream webinar include Christine Niles Kieffer, Senior Director, FINRA Investor Education Foundation; Tiffany Kent, CFP?, Principal of Wealth Engagement, LLC; and Adam Tolliver, CFP?, ChFC?, Financial Advisor Partner, Artisan Financial Strategies. #financialadvisor #investmentmanagement #sheleads

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/v7ru50S8r2S

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/v7ru50S8r2S

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/v7ru50S8r2S

Five Quotes from Financial History to Guide Trustees Mark J. Higgins, CFA, CFP, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals confidently and repeatedly, trustees can reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he maintains. https://ow.ly/v7ru50S8r2S

Here's a quick clip introduction of Strong Valley financial advisor Kyle Trippel and his thoughts on timing your cash. #financialplanning https://lnkd.in/gHxEE5yi