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...
by De[fi]ned Team | Aug 26, 2021 | Business, Finances, Financial Habits, Risk
The use of technology has certainly made our lives more efficient but not without the need to be smart and careful on how we protect our personal information. We have comprised a list of seven simple steps you can take today to add protection to your online security...
by De[fi]ned Team | Mar 31, 2021 | Business
my[fi] Enhancements In our last post, we (re)introduced our client portal, my[fi]. A quick reminder on the name – When we came up with De[fi]ned Wealth Management, we wanted to highlight the F and the I in our name. Sitting back and thinking about the common thread...
