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 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...
by De[fi]ned Team | Nov 24, 2020 | Business
Finishing Our First Seven Months at De[fi]ned Wealth Management When we rebranded our business into De[fi]ned Wealth Management last spring, it was really a business in the making for over the last 35 years. Not just an investment advisory firm like any other from...
