Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
More than 70 women gathered for our 4th Annual Women, Wealth & Wisdom luncheon at Northmoor Country Club in Highland Park in November. It was an honor to have Lisa Kueng from Invesco present ‘Your Prosperity Picture,’ an activity that she and Ellen Rogin developed based on their book, Picture Your Prosperity.
“Our goal has been to present new ideas to help you become centered and confident with the direction of your lives – financial and otherwise,” SWP Principal Ashley Bebeau, CFP®, explained. This past year, the ‘Your Prosperity Picture’ exercise allowed the attendees the opportunity to visualize the direction of their lives in a very tangible way.
The activity began with the attendees creating their vision by viewing a series of pictures and placing them on a board divided into four quadrants: more money, less money, sooner in life, and later in life. This exercise allowed the group to visualize their dreams and the direction of their personal and financial lives. With the vision defined, Kueng guided the guests through steps to help bring each picture into reality.
We are thankful to everyone who attended the event. We hope that it was an informative and insightful beginning to ‘Your Prosperity Picture.’
