Tag Archives: Investing

If Each Game of Thrones Character were an Investor…

What type of investor would they be?

We are big GoT fans. With the hit TV show returning to HBO for its final season, we couldn’t resist drawing some parallels between what we see in our finance world and the personalities of some of the main characters from the show. Hope you enjoy!

Daenerys Targaryen: Daenerys would undoubtedly be a “Unicorn Investor.” In the investing world, a Unicorn is a private company worth upwards of $1 billion with the potential to change the world. Think Uber, Lyft, AirBNB, Snapchat, and Pinterest. I mean – she’s the Mother of Dragons for crying out loud! Daenerys had the power to change the world, and she captured the hearts and minds of both allies and enemies alike WHILE ruthlessly destroying her competition. Her views of the world and vigorous drive to succeed resemble the same motivations of some of these visionary CEOs like Mark Zuckerberg or Elon Musk. She stopped at nothing to achieve her dreams. Investing in Unicorn companies would satisfy this need if Daenerys were an investor rather than a queen trying to conquer the Seven Kingdoms!

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Invest Like You Are Trying to Win the Masters!

Photo by Court Prather on Unsplash

This week’s Masters Golf Tournament is by far the most prestigious and cherished event in the golfing world. Winning the Masters is life changing and incredibly fruitful for the professional golfer in so many ways. You can make nearly $2 million in prize money, get a five-year exemption on the tour, a lifetime invite to the annual Champion’s dinner and amazing sponsorship opportunities inside and outside golf. Rarely do first-time participants win, however. It takes years of experience to get to the point where you can come even close to winning the tournament. There are many documented instances where talented players have failed because of nerves, careless mistakes or playing too aggressively. In one rare case – one player was disqualified after signing an incorrect score card! Investing success takes a long time too. Investing is an art and a science – somewhat like golf actually – because it requires a combination of skill, planning and patience.

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Why Hire a Financial Advisor?

Bill Cox & Ethan Brown

The financial field is evolving a rapid pace, accelerated by new fin-tech innovations and low-cost investment solutions. Robo-advisors are taking share from human advisors, and people are ditching traditional money managers in favor of passive index investing. It begs the question – why even have a financial advisor anymore? Well, the reality is that while these new innovations certainly do have a place in the investment world, a qualified investment advisor still serves a critical role. In fact, with all the changes occurring in the world, we would argue that it has never been more important to work with a future-ready advisor than right now.

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“Those Who Stay will be Champions.” Why Sticking to Your Plan Matters in the Investment World

“Those who stay will be champions…” Those are the great words from legendary Michigan Football coach Bo Schembechler. As a young man, I heard those words a lot. I was a distance runner at the University Michigan, competing on the track and cross-country teams. Back then, it was always in the context of working hard, persevering, and outlasting your competition. However, as I graduated from college and entered the real world, those words took on new meaning. It wasn’t always the most talented athlete or the smartest kid in class that had the most success, it was the one who worked the hardest and was willing to make sacrifices when others weren’t.

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