Blog

Let's talk money.

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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…
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BY GEORGE PIKOUNIS, Nov 1, 2018
The season of giving is upon us, and if you’re like most people, you probably haven’t budgeted appropriately for this, even though you’ve told yourself this year would be different. This past July, Forbes released an article discussing budgeting for charity – even if you aren’t rich.Giving even…
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BY ENDRIT LLOSHI, Oct 2, 2018
We all experience the struggle to learn how to manage our money and become better budgeters and better savers. But, once we get to the point of developing good saving habits, which is the hardest part by the way, some of us let it stop there instead of taking it to the next step, investing. Saving…