Blog

Let's talk money.

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BY GEORGE PIKOUNIS, Jan 31, 2019
Let’s talk about budgeting! We know it’s unappealing to have to talk about and implement, and some just downright view it negatively.Hey, we’re in the financial business of promoting the benefits of budgeting, but we still understand how much of a headache it can seemingly be. But allow us to put…
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BY ENDRIT LLOSHI, Jan 3, 2019
In the realm of financial advising, we know people can get scared off by terms like budgeting, saving, or retirement, but what about when you hear financial goal planning? Maybe this too provokes a headache of sorts because you feel it’s too complicated, too difficult or that you’re just not in the…
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BY GEORGE PIKOUNIS, Dec 3, 2018
We do an annual checkup with our bodies, our teeth, our cars, and our pets, but are you doing this for your finances? This is just as important as everything else listed, and often times, it can influence the other facets of our life. Below are some questions you can ask yourself while this year…
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BY GUEST BLOG- SEJIN KIM OF WEALTHY AND WISE, Nov 30, 2018
Sejin is the Marketing/Research Manager for our Korea Team at Wealthy and Wise. They help families overcome their complex financials and estate planning needs so that wealth will prevail through multi-generations to benefit the family and overall community. Last month, as part of a project to delve…
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BY GEORGE PIKOUNIS, Nov 8, 2018
How many times have we all thought about a decision we made that could have gone differently? The infamous, “What if?” We’ve all been in the position for various personal matters in our life, and in investing, I’ve experienced many instances where people apply the “What if” mindset to their…