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 | 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 | Jan 30, 2020 | Financial Habits
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...
by De[fi]ned Team | May 7, 2019 | Financial Habits
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...
by De[fi]ned Team | Mar 30, 2018 | Financial Habits
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a...
