Intentional Wealth Insights

  • man asking why should i invest while looking at market performance

    Why Should I Invest In That?

    If we were to take a year-end snapshot of the performance of all types of investments (stocks, bonds, real estate, cash), there would always be an array of winners and losers. Sometimes stocks will outperform bonds by a wide margin, but the opposite has also been true. The dangerous part about looking at such a […]
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  • What Is A Financial Advisor?

    It should be clear, but it isn’t. When I attend networking events, it seems that everyone has “Financial Advisor” written somewhere on their business card. Why? Because, as Willie Sutton supposedly said about why he robbed banks, “That’s where the money is.” There is a false equivalence, though. A belief that because we all call ourselves something that we are […]
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  • Wall Street hedge funds

    Hedge Funds vs The Patience to Get Rich Slowly

    Bloomberg featured a research report on why hedge funds continue to attract investors despite lackluster performance. Because of their complexity and secrecy, hedge funds have an attraction that appeals to our illusion of control. We don’t want to believe that investing is as simple as having low-cost, broad exposure to a lot of different assets. […]
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  • potential risks

    How Life Took Me By Surprise

    Planning for your future may feel abstract because no one truly knows what will happen and when. We do our best to prepare or at least be aware of the expected and identify potential risks. But how well prepared are we for the unexpected? What happens when life throws you a curve ball? In 2018, […]
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