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One of the best lessons I’ve learned growing up in LA is this.

Where you went to school, grades are not a predictor of success.

We all know smart people who struggle with his/her career,

switch from one job to another, folks with PhDs who can’t get a job.


My year was full of ups and downs.

  • The volatility of the stock market

  • Wins and misses

  • Intentional marketing vs random acts of marketing

My 2. biggest takeaway:

  • Reflect and analyze what to do and what not to do

  • Don’t focus on the wrong things and cut your losses.

One of my biggest mistakes this last year was trying to appeal to a larger audience.

I thought I should have a more significant brand presence, bigger than my immediate relationships.


Trying to develop new relationships takes a lot of time which is something I don’t have.

As soon as I made the choice to cut back my losses and focus more on my current clients and connections, my business started to grow more rapidly, and I was less stressed.


Similarly, as investors, we need to clean up our portfolios and sell loser positions.


In Marie Kodo's book, The Life-Changing Magic of Tidying Up, her philosophy is so key to life and business.


Make a Commitment.

Visualize Your Ideal Lifestyle.

Eliminate Distractions.

Discard Stuff Before Tidying.

Tidy by Category (Not Room)


By eliminating random acts of marketing, it has made more room in my life for my big picture….


What can you eliminate in your life that is sucking your time and not sparking joy?


Happy Holidays!


Your Friendly Wealth Engagement Guide,

Tiffany Kent

Tiffany@wealthengagement.com


Disclosures: Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.


This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.

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