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The Woodward Financial Advisors Blog

The FOMO JOMO Portfolio Nexus Thumbnail

The FOMO JOMO Portfolio Nexus

As investors, we want to have our cake and eat it, too: we ideally only want gains and would like to avoid all decreases in value. How great it would be to have a portfolio that could simultaneously accomplish both things? Sadly, we know that’s impossible. A better tactic would be to spend some time trying to find our own personal FOMO-JOMO nexus point.

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Summer Recap Thumbnail

Summer Recap

You’re never too old to share what you did over the summer, be it a trip to a dude ranch, international travel, taking your first-born on college visits, or welcoming new members into your family (both humans and animals). While we usually write about financial planning and investment-related topics, we thought it would be fun to share a little bit about what we were all up to outside of the office. Read on to learn about our 2019 summer adventures!

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Financial Hurricanes Thumbnail

Financial Hurricanes

Until Hurricanes Florence and Michael last year, my family hadn’t truly experienced huge and destructive storms. As we approach the one-year anniversaries of both storms – and as we keep those impacted by this year’s Hurricane Dorian in our thoughts – it’s helpful to think about any potential lessons or insights we can take from our storm experience and apply to our financial lives.

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