Author Archives: Joseph Marques

About Joseph Marques

Follow me on Twitter: @WFA_Joe

Buyer’s Remorse – Financial Products Edition

We’ve all had that feeling after a relatively large purchase decision that maybe we should never have bought the product in the first place, right? Maybe we feel that it was pushed upon us, or that it’s overly complicated, or … Continue reading

Posted in Taxes, Financial Planning, Investing, Retirement Planning

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

Posted in Uncategorized

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

Posted in Uncategorized

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

Posted in Uncategorized