Good Financial Reads: The Best Investment You'll Ever Make, Why You Need A Planner in 2017, and More

2 min read
February 03, 2017


Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Catch up on some of the latest posts with this week's roundup:


The Best Investment You’ll Ever Make

by Meg Bartelt, Flow Financial Planning

is You.

I recently spoke with a 31-year-old woman whose company is being acquired, and this is introducing all sorts of complicated financial decisions and opportunities into her life. She reached out to me because someone posted a link to my business in her company’s women-only Slack channel (whoo! Marketing does work!).

Her one concern, it seems, in working with me is the idea of paying $150/mo. (Thankfully, the “I wear a fleece jacket and jeans to prospect meetings” didn’t phase her at all.)

[Read the Full Article]


Why You Need A Financial Planner in 2017

by Noa Rodriguez-Hoffman, Socialyte Capital

Along with getting fit and learning new hobbies, taking control of personal finances are among the top New Years resolutions that women have set for 2017. However, would you start a yoga class without an instructor? Or attempt to play the violin without taking lessons?

Some people prefer to learn by trial and error, but when it comes to money, you want to leave as little room for error as possible. Just like a yoga teacher, a skilled financial planner can assess your current situation, find out what your goals are, and help you attain them by giving you a friendly push in the right direction.

[Read the Full Article]


Money-Centered vs. Happiness-Centered Living

by Grant Bledsoe, Three Oaks Capital Management

Today’s post is going to fall a little more on the abstract side of the spectrum. To date, most of the posts you’ll find on Above the Canopy are somewhat technical, and oriented toward achieving financial independence.

But for many thousands of people in America, the traditional career trajectory (working for 30-40 years until fully retiring around age 65) is a poor fit for their values. The pursuit of financial independence often compromises the important parts of our lives, leaving us overworked and unhappy.

[Read the Full Article]


Understanding How Investment Management Impacts Your Costs

by Charlie Shipman, Blue Keel Financial Planning

No investor can control when the market goes up or down. And predicting when that will happen is nearly impossible, too.

When it comes to investment management, it’s critical to understand what is within your power to control and influence. Investment costs make a big impact on how much wealth you can build over time, and it’s one factor that you can control as an investor.

[Read the Full Article]