Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my favorites of all time (and I generally don’t gravitate to the fantasy genre, but I’m hooked). Since we are approaching the last few episodes (and I can only imagine who else has been killed off by the time you are reading this) I figured why not try my hand at a Game of Thrones themed blog. Well, here it goes.
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What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
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1st Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
READ MORE...Six Minor Adjustments for Major Financial Impact
When it comes to personal finances, there really isn’t a silver bullet for success. Much like exercising, or even dieting, it usually comes down to making small adjustments which compound into larger effects.
READ MORE...Finding your Passion: A Critical Financial Planning Component
The other day I had a conversation with Jay, the Operations Lead here at Diversified. I enjoyed the conversation as he excitedly told me about getting back into creative writing on the weekends. As he described his process and the new writing group he joined, he perked right up. I could see his entire demeanor change. In fact, Jay was telling me about something in which he had a deep rooted love. As the conversation continued, I started getting excited for him and somewhat envious, too. What he did, without realizing it, was describe his passion to me.
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My 3 Financial Guilty Pleasures
In my business you get a real unique perspective on how people view things. Especially when it comes to money and finances. One of the often funny things I get to witness is people’s financial quirks. The things that each of us do that makes us financially funny in a way. For some people it is how they track every last expense. For others it may be how close they are to a magic investment number like a million dollars.
READ MORE...College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
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