by De[fi]ned Team | Feb 12, 2024 | Business, Financial Habits, Uncategorized
As we begin the second month of 2024, we at Defined Wealth Management find it important to reflect on the past not only as a point of reflection but also from a personal and firm introspection. To paraphrase a famous quote by Albert Einstein, you can’t do the same...
by De[fi]ned Team | Aug 31, 2023 | Business, Finances, Financial Habits, Markets, Risk
Our blog in October 2022 discussed the market noise of a declared bear market and its impact on the investor psyche. In that post we discussed the definition of a bear market and possible causes (and listed the post bear markets performance of the S&P 500). The...
by De[fi]ned Team | Oct 10, 2022 | Markets, Risk
One constant of being invested in the financial markets is that the stock market experiences periods of volatility. 2022, as it turns out, is no exception. As of June 13, 2022, the S&P 500 Index officially entered bear market status1. A bear market is when a...
by De[fi]ned Team | May 18, 2022 | Finances, Markets, Risk
“Sometimes you need to take the bad with the good”. This cliche is typically used as an acknowledgement that “nothing is perfect”. Nothing could be truer when it comes to acknowledging the benefits of investing over time; you must accept the bad (short term market...
by De[fi]ned Team | Oct 1, 2021 | Business
We Are Growing! When we formed De[fi]ned Wealth Management, it was really a business in the making for over the last 36 years. We’ve had two major goals from the outset: 1. Help clients achieve their [financial independence] and 2. Be the last firm our...
