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The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results.  However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.  The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei”.

E+R=O Formula for Success

Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors it can be a disaster.

The Impact of Inflation

Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors.

June 2018 Article

Published in Tacoma Living Local

June 2018 Article

Published in Real Northwest Living

July 2018 Article

Published in Real Northwest Living

July 2018 Article

Published in Tacoma Living Local

August 2018 Article

Published in Tacoma Living Local

August 2018 Article

Published in Real Northwest Living