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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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Portfolio Lifeboat Drill

Ahoy there!  Most of us are familiar with a lifeboat or “muster” drill.  It’s an exercise that is conducted by the crew of a ship prior to embarking on a voyage.  The purpose of the drill is to prepare passengers … 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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