Why Did I Become a Financial Planner?

on November 2, 2014

I never intended to go into finance.  I was an English professor and a corporate trainer.  I hated math and held a degree in creative writing.  I didn’t own a navy suit.  And yet…

Read More | Comment

What does D.M. stand for?

on October 30, 2014

As of September, D.M. Wealth Management, Inc. has been open for eleven years!  It’s been an amazing, fun, frustrating, awe-inspiring ride.  The best thing about D.M. Wealth is the clients–I’m so fortunate to have a wonderful group of people I advise.  However, they ask one question repeatedly:  What does D.M. stand for?  Is it my…

Read More | Comment

Thinking, Fast and Slow

on October 24, 2014

Next week, I will be speaking at the CCH Connections conference in Orlando, Florida, and I get to talk about one of my favorite topics–behavioral finance. Behavioral finance looks at the ways in which people are not rational about their money.  Inherently, we all know that other people aren’t rational about their money.  When we’re…

Read More | Comment

Budgets and Diets are Four Letter Words!

on October 17, 2014

I have a confession to make:  I am terrible when I decide to go on a diet.  Actually, it’s more complicated than that.  The universe conspires against me when I decide to go on a diet.  It begins when I decide that I need to lose a few pounds.  Now, I understand that I should…

Read More | Comment

Why do I say “Be Prosperous”?

on October 1, 2014

This is a blog to help you be prosperous.  It’s not a get rich quick site.  It’s not a hot stock tip site.  It may not always even be about financial planning, its primary focus.  Instead, this is a blog to help you recognize prosperity and take steps to improve yours.  What does it mean…

Read More | Comment