Passionate Investing

An Investment Advisor Talks About How Money Can't Buy Sparkle In A Child's Eyes

 

   I am proud to count myself as a Rock Island Kiwanian.  For the past 15 years, I have spearheaded a project in the club which we have dubbed “Coats for Kids”.  It has grown and morphed over time, but what we currently do is pick up 50 “at-risk” Rock Island/Milan School…

An Investment Advisor Talks About How Money Can't Buy Dreams

Myiah is my nine-year-old mentee who lives in the West End of Rock Island with her family which includes 11 brothers and sisters.  No one in Myiah’s family has ever graduated from high school, let alone post-secondary school.  She is smart as a whip!  Curious and engaging,…

An Investment Advisor Talks About How Money Can't Buy Innocence

 

I am flexible about working nights and weekends both to accommodate busy clients’ schedules and so I can carve out time during the week to do the community outreach that feeds my soul.  Every Monday morning, I start my day at Lourdes Catholic School in Bettendorf. …

An Investment Advisor Talks About How Money Can't Buy Due Diligence

It’s a toss-up; I don’t know which I love more: connecting with and “loving on” my clients or really digging in and doing the research and analysis to find the very best new investment ideas for those same customers.  What’s really great is when I can do both!  I…

An Investment Advisor Talks About How Money Can't Buy Creativity

I have a brilliant new female client.  She is single and in her mid-50s and told me she needs to work until she is 65.  She wanted me to do a financial plan for her that would help her navigate to retirement. The problem?  She hates her job.  Hoping to steer the conversation in…

An Investment Advisor Talks About How Money Can't Buy Comradeship

I have a delightful female client who is 92 years young.  She is a fairly recent widow and resides at an assisted living facility.  Having outlived most of her friends and with failing eyesight, the days are long.  We connect a couple times a month: by phone and then at least once in…

An Investment Advisor Talks About How Money Can't Buy Common Sense Dignity

I’m a Rock Island girl.  I’ve worked in big financial institutions in Chicago and San Francisco, but I was raised in Rock Island and attended Alleman High School and Augustana College.  When it came time to raise my own children, I left Berkley, California and bought a house in the same neighborhood…

An Investment Advisor Talks About How Money Can't Buy Acknowledgement

The stories of my clients’ lives that they share with me are gifts. Each one is a precious blessing to me. One retiree is a remarkable woman. She was born and raised in the Deep South and came of age during the Civil Rights era. I was born in the 60s, but grew up in the Midwest, naïve…

An Investment Advisor Talks About How Money Can't Buy Peace of Mind

 

I sleep like the dead.  There could be crises coming at me from all sides, and I’d still need to be shaken awake in the morning.  Not everyone is so lucky.   I had a new client come in last week.  My assistant seats all clients and offers them two menus: one lists a variety…

An Investment Advisor Talks About How Money Can't Buy Racial Equality

The Quad-Cities Big Table, an initiative of the Quad-Cities Chamber of Commerce, was meant to bring people together to have conversations about how we can make life in our community even better.  I hosted a table of eleven at the Martin Luther King Center in Rock Island and wanted to have a discussion about poverty and mentoring as lifting up "at-risk" children is one of my passions.  I have always…

Solutions for Balance and Certainty