Office Update

When we started De[fi]ned Wealth Management on April 1st, we arranged to temporarily keep our offices in Suite 1055 of the Lincoln Center Tower Building on a month to month basis.  For most of this time due to COVID-19, Mariya, Chris and I have been working out of our...

It’s A Matter of Perspective and Time

Before launching into the stats, we want to take a moment to say we’re still watching everything. We’ve limited our time in office in favor of our work from home machines that we all installed in the last few months. We’re all still available via phone if you’d like...

2020 New Year’s Resolutions

Happy New Year! We hope you and your family had a great holiday season and that the year ahead in 2020 brings great things. Starting the new year seems to always include preparing a list of resolutions that you aspire to accomplish. The question remains, how diligent...

A Tale of Two Investors

It was the best of times; it was the worst of times. No, I’m not referring to the classic Charles Dickens novel, A Tale of Two Cities.  I am speaking of the volatile nature of the investment markets over the past two quarters and its impact on the Tale of Two...

A Lesson from the Wizard of Oz

Dorothy only wanted to return to Kansas, but the Great Oz was not going to have any part of granting her only wish. However, Toto was able to discover what wasn’t apparent to Dorothy, The Tin Man, Scarecrow or the Cowardly Lion, and brought to life one of the most...