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Investing and Golf

Parallels, Pitfalls and Practical Advice From a Rehabilitated Golf Pro

bigstock-Golf-Ball-In-A-Course-450696.jpgBefore entering the financial services field over twenty years ago, I was an award winning PGA golf instructor. Over the years, as someone who has worked in these two fields extensively, it strikes me that human nature seems to bring out some of the same detrimental behaviors in both golf and investing. It’s a curious phenomenon that a sport most people participate in for leisure and the real need to invest for the future can see some of the same damaging habits. Those routines can create an end result that will frustrate both the well intentioned golfer/investor and challenge the most knowledgeable instructor/advisor. I want to spend a bit of time talking about these behaviors in hopes of creating some awareness and helping both investors and golfers get out their own way and become more successful.

Good Financial Steps to Take When You Get Married

bigstock-Holding-The-Bride-23205398.jpgGOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED

 

If you’re going to say “I do”, here are some things you might want to do.

 

Provided by Exemplar Financial Network

Are you marrying soon? Have you recently married? As you begin your life together, it's important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list …

Summer Fun Near Walworth WI 2014

bigstock-Summer-spelled-in-letters-cut--45704677.jpgHere are some fun things to do with your family in the Walworth WI area.  Make it a great summer!

 

June

College Dreams During Graduation Season

bigstock-Education-costs-24165425.jpgWhen a niece or nephew graduates high school and is taking that momentous leap into adulthood known as college it gives young parents pause for thought; How will you be able to send your own young children to college?

Summer 2014

bigstock-Summer-spelled-in-letters-cut--45704677.jpgPlease use this resource to help plan your summer with your families.  Make it a great summer!

Out-of-the-Box Ways to Pay for College

 

OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE

 

Many of these options go unrecognized.

 

 

 

bigstock-graduation-girl-holding-her-di-13617998.jpgToday’s average student borrower takes out more than $25K in loans. Education debt has reached record levels in America – more than $1 trillion. In the face of those numbers, parents and students are looking for assorted ways to pay for college without incurring big liabilities.1

 

In addition to grants, loans, merit-based aid and your student holding down a job, there are other ways to reduce college cost – some little recognized.

 

Exemplar Financial Network Financial Advisor Jacob Ries achieves Accredited Investment Fiduciary designation

Jacob Ries, Financial Advisor at the Walworth, WI Exemplar Financial Network office recently undertook the rigorous training in fiduciary responsibility to achieve a designation as an Accredited Investment Fiduciary (AIF).

Exemplar Financial Network Launches New Website at www.exemplarfn.com

Crystal Lake, IL, April 22, 2014 – Exemplar Financial Network is excited to announce the launch of the new www.ExemplarFN.com client website; a fresh and updated look and a more user friendly website. The Exemplar marketing team has been working diligently to provide a user friendly website that clearly conveys what we at Exemplar can do for our clients. The new website also has some familiar features and some new items.

Exemplar Financial Network overwhelmed with community response to their Random Acts of Kindness Program.

[Walworth, WI March 5, 2014] The Team at Exemplar Financial Network (Financial Advisors, Stephen Werner , Jacob A. Ries and Heidi Alten with Client Services Director, Alyssa Erickson) recently chose 26 people in the community and gave them $50 with a note that said

“We are asking you to join Exemplar in kicking off 2014 with Random Acts of Kindness. Pay It Forward with the enclosed gift by helping a local family, charity, or cause dear to your heart. We would love to hear your story by returning a small note to add to our office Random Acts of Kindness bulletin board”

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