Author Archives: Joseph Marques

About Joseph Marques

Follow me on Twitter: @WFA_Joe

A Day in the Life – Part 2

I previously shared an eye into a “typical” day in the life of a Senior Financial Planner at Woodward Financial Advisors in Part 1.  Since it was so well received and no day is actually “typical,” here is another sampling. … Continue reading

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What Fire Ants Can Teach Us About Our Investments

Summer is upon us here in the Carolinas and we can expect our share of strong thunderstorms and localized flooding during this season. As humans though, we have a way of surviving extreme weather. We’ll adjust our travel routes and … Continue reading

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If My Investments Could Talk, Here’s What They’d Say To Me

1. I am well rounded and diversified. I’m a liberal arts major. I’m conversant in a variety of subjects which is great since you never know what the hot topic of the day will be. 2. You won’t always be … Continue reading

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The Tortoise, The Hare, and Your Investments

The tortoise and the hare set off on their journey (aka race!). Each can see the road ahead as they envision their destination. They can see the beautiful landscapes, the vistas, and the adventure. But they can also see hilly terrain, … Continue reading

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