Welcome to the “Wealth Management Commentary” page.
I shall leave this post “sticky”, so please scroll down for newer content.
I intend to write on a variety of investment and wealth topics. That cover specific issues in some depth and hopefully in layman’s language. I shall start with core concepts to set the building blocks. Then progress to more advanced topics.
The goal is to assist you develop a better understanding of wealth management and make you a better overall investor.
I recommend you begin with the oldest posts, then work your way chronologically back through the articles.
Why the Commentary?
My objective in writing is two-fold.
One, create building blocks of knowledge, so that you better understand wealth management and investing. The more you learn about wealth management, the wiser decisions you will make, and the more long-term success you will achieve.
Two, provide this information in clear language that does not require an investment degree to understand. And I hope in a manner that offers interesting reads.
I do not think investing is an overly difficult subject. However, the wealth management industry does a great job complicating the subjects within. My goal is to try and clarify the issues for investors who spend their days consumed with their own careers, families, and social life. Not having to become investment professionals themselves.
No sales pitches nor self-promotion from me in these posts. I do cover these topics with my clients, as I believe knowledgeable clients makes my work easier. But I am not using these posts to garner new business. Just a way to give back and improve financial education. So no pesky email follow-ups, nor subscriptions or secret handshakes required.
Structure and Format
Topics covered will be general in nature. Investors are unique. Your personal circumstances may lead to different decisions than another investor. We are building a knowledge base in these articles. So that you may better understand the process and properly communicate with your financial advisors. We are not making specific investment recommendations.
When starting out, I recommend beginning with the oldest posts and work back. The articles and subject areas tend to build on each other in order. For example, risk and return, followed by asset classes, then asset allocations, etc.
Each subject builds on the previous ones. Reading chronologically will make the knowledge flow much easier to follow.
Keep Updated on New Content
You can stop by this Wealth Management Commentary page periodically to check for new content. I hate having to subscribe to websites, so I do not do that on my own sites.
Or you can find any new content when posted via Twitter or Facebook.
On Twitter, I often tweet quick thoughts on current events. I also retweet and comment on interesting wealth management links from other parties. Tweets update on my Facebook page.
There is some excellent information out there. If I think it adds value to readers, I shall pass it on via Twitter or Facebook. To stay up to date, please feel free to follow me at either medium.
Thanks and best of success as you work to improve your investment knowledge.
Jordan Wilson
