Passionate Investing

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 person.  When the weather is pleasant, I’ll pick her up, pack up her walker and we’ll have an outing to one of several…

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 where I grew up.  It’s a nice neighborhood.  The homes are well-maintained and comfortable with beautiful…

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 and removed from the unrest taking place in many parts of the country. My client was a witness. She couldn’t use…

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 of hot and cold beverages and the other has quite a lengthy list of treats and snacks from which to choose.  This new client…

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…

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

The flexibility entailed with owning my own firm is such a gift.  I work hard...and also work "non-traditional" hours when necessary to best accommodate my clients.  Nine-to-five job and kids' activities on Saturdays?  No problem.  I'll meet you Sunday afternoon when your children are doing their homework.  The benefit is my ability to carve out pockets of "free" time during the week for me to do…

An Investment Advisor Talks About Women's United

Women's United is an initiative of the United Way and is made up of women in the Quad-Cities area who are committed to ensuring that all children are Kindergarten-ready, no matter their socioeconomic status.  I am extremely proud to count myself among Women's United Charter Women.  We are passionate about children and early childhood learning and believe that parents can be given the tools to become…

An Investment Advisor Talks About Credit Card Debt

In mid-2017, NerdWallet reported that Americans held $12.96 trillion of total household debt.  For those Americans who did carry debt, the average household had $131,431.00 (including mortgages).  Of those holding credit card debt, the average household carried a balance of $15,654.00, an increase of 8% since 2016.  To put it in meaningful terms,  those Americans who possessed credit card debt paid…

An Investment Advisor and the Rock Island/Milan First Day Fund

When I was a little girl, I loved school.  I own it: I was a geek.  I loved learning, I loved being the first one to raise my hand, I loved writing papers...I even loved taking tests.  One of my favorite things was going school supply shopping with my mom in August.  I would--bear with me--thrill to pick out my folders and pencil case and smell the new crayons and write my name on everything when…

An Investment Advisor Talks About Your "Emergency Account"

According to the latest data reported by CNBC, 57 million Americans have zero emergency savings.  This equates to 24% of all adults, but, more disturbingly, a full 32% of young "Boomer" adults ages 53 to 62.  This age group, nearing retirement and most in need of savings, represents the largest demographic of the general population with no savings.  What this means, in very real terms, is that these…

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