Tag: Wealth Management

Riskalyze Tool

Did you know our firm utilizes Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals?

Avoiding Big Money Mistakes

Making better use of every dollar by avoiding some big money mistakes. Check out this week’s segment of Mike on the Money on WYFF News 4.

The Power of Agency

I have been thinking a lot about agency lately. Oxford Dictionary defines it as “an action or intervention, especially such as to produce a particular effect”. A sense of agency refers to “the feeling of control over actions and their consequences”.

Maximizing Your Tax Refund

How to maximize your refund and decide what to do with the money. Watch this week’s segment of Mike on the Money on WYFF News 4

Creating The Right Mindset

Creating the right mindset to power your investments. Watch the latest “Mike on the Money” on WYFF News 4.

Shifting

This morning I attended a yoga class. The teacher, who guides our practice, always has an important message for us. Today, she said that you cannot destroy energy, nor can you create it. Energy moves, it shifts. We can move energy in our bodies, our minds, and ultimately in our lives. I had several conversations this week, and they all had a similar thread. Life happens. Relationships come and go, health improves and declines, money is gained and lost, and our mental state, whether that of joy, happiness, sadness, or anxiety, comes and goes as well. It shifts. Experiences and feelings are never destroyed nor created from nothing. They shift around.

Women, Wealth & Empowerment

I am witnessing dramatic shifts in my industry and my advisory role due to women’s rapidly evolving relationship to personal finance.