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Mixed Signals

By One Wealth Perspectives

If someone asked you today, how do you feel about the economy, what would you say? What about the stock market? If you follow the news, what is your perception of 2023? These questions may feel quite loaded, but they have been on my mind as we approach the end of the year. 

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What’s Next?

By One Wealth Perspectives

About five months ago, I wrote a One Wealth Perspective on an important goal I had set out to achieve: passing the CERTIFIED FINANCIAL PLANNER exam. On Friday, November 3rd, after 14 months and approximately 1200 hours of studying, 170 questions and 6 hours in a cubicle at a Reno testing center, and maybe a few tears later, I did just that.

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