LAW ADVOCACY FAMILY FINANCE A monthly newsletter providing your family with insight about the law and finance (with an occasional dose of humor) from your friends and advocates at DuPont Wealth Solutions and the Law Offices of DuPont and Blumenstiel.
MY SUMMER ADVENTURE
THROUGH THE WILD WORLD OF FINANCE
The school buses are back on the road, and the weather is finally cooling off. I’m not going to lie; I’m happy to see this summer go. From the opening monsoon at the beginning of the season to our sweltering August, you’d be forgiven for thinking our fair city had been moved to Fort Lauderdale. While the weather may have been stifling, I found relief by immersing myself in all things financial planning. I know that, for many, attending fiduciary seminars and conferences on investment strategies doesn’t exactly sound like the “coolest” way to spend the summer. But today, the tools and strategies of financial management are constantly shifting. And that’s what I love about this field — it pushes me to broaden my horizons and plumb the depths of my knowledge. There are those in the industry who are content to simply tread water. They pick the channels and inlets they are most comfortable with and stick to them. Advisors with insurance backgrounds, for instance, will tell you that a life insurance program is the right way to save for retirement, while a former Wall Street investor will say that building a portfolio and growing your money is the best way to do it. Whether it’s due to official association with their former institutions or plain human bias, these professionals cling to their go-to solutions like life preservers — to the detriment of themselves and their clients.
risky investment portfolios on you. We’re here to help you chart the path to better wealth.
I must admit this is not a purely selfless exercise. While I honestly believe that having a constantly evolving, personalized approach to financial advocacy is the best thing for our clients, I’d be lying if I didn’t mention there was something in it for me. I cannot stand stagnation, pure and simple. I’ve always felt the need to learn more, delve deeper, and find new ways of doing things on a personal level. Looking back, it’s no surprise that I structured this agency in a way that allows me to constantly incorporate new knowledge, tools, and strategies into our processes. Is it tedious at times? Of course. Tax regulations and wealth management software manuals don’t come in a “Reader’s Digest” format. But at the end of the day, sorting through that complexity and charting new routes keeps my job fresh and interesting. I wouldn’t want it any other way. I did not have a particularly adventurous summer visiting theme parks or vacationing to far-off lands, but attending seminars on the latest in investment philosophies and IRA strategies was my own odyssey. I’ve come out of this summer with a wealth of new perspectives, strategies, and tools, including a certification as an Ed Slott Elite IRA Advisor. I may not be returning to shore with fabulous treasures, but I’ve drawn the map to get you there.
To me, advisors should always see themselves as guides for their clients, and you can’t be an effective guide if you
I’VE ALWAYS FELT THE NEED TO LEARN MORE, DELVE
only commit to one route. That’s why I founded DuPont Wealth Solutions as an independent agency, free from the constricting channels of institutional biases. We aren’t here to
DEEPER, AND FIND NEW WAYS OF DOING THINGS ON A PERSONAL LEVEL.
funnel you through to insurance programs or push
Wealth Solutions www.DuPontWealth.com | Law Office www.DandBlaw.com | 1 Published by The Newsletter Pro . www.TheNewsletterPro.comdupontwealth.com
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