There is always an opportunity in a crisis.
Sometimes events can cause us to re-evaluate.
Two years ago, during COVID-19 when the world was falling apart,
I did something I would regret if I didn’t do.
A lot of women are not getting good financial advice.
Most Wall Street firms talk more than listen.
My balance sheet was strong, and I could afford more risk.
So I started my own firm.
Take a fresh look at the financial picture around you in the workplace and at home.
Our best vacations and investing opportunities are when it is not crowded and everyone else is scared.
In a crisis, you can see opportunity.
Focus on what is new, fresh and different.
Where is your support – spouse, advisor?
What investing really comes down to is
- knowing the numbers
- your own personal balance sheet
- view of the future
which can help you see opportunities.
How much would it cost to invest in a new idea, or
How much time would it take to start a blog or a podcast?
How much would it cost to develop a small prototype?
What are the potential returns on the investment?
If you need help in thinking through an investment opportunity,
please feel free to reach out!
Your Friendly Wealth Engagement Guide,
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.