Weekly Newsletter: The 3-1-1

Jul 2, 2021

I hope you’re doing well and have exciting plans for this weekend’s 4th of July.

Please see this week’s personal finance articles, chart, and quote below, along with an article about a new investment option for clients of Think Different Financial Planning. These portfolios are designed for clients who want to invest in companies that have a positive impact across a range of environmental, social, and corporate governance issues.

3 Articles

Getting the Goalpost to Stop Moving
Morgan Housel, Collaborative Fund

One of the most important financial skills is getting the goalpost to stop moving. It’s also one of the hardest.

Speculation: A Game You Can’t Win
Lawrence Yeo, More to That

Told in a storyboard style, this article covers the issues with speculative investments.

How Much Do You Need to be Financially Independent
Nick Maggiulli, Of Dollars and Data 

1 Chart

Keeping with the theme of environmentally friendliness, it’s encouraging to see the decrease in price across energy sources.

    1 Quote

    “Money is numbers and numbers never end. If it takes money to be happy, your search for happiness will never end.”

    – Bob Marley 

      New Articles This Week

      Impact Investing Portfolios: Now Available from Think Different Financial Planning

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      Disclaimer: Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results. All allocations and opinions expressed are as of the date of this presentation and subject to change. The information contained herein does not constitute investment advice or a solicitation. Information obtained from 3rd parties is believed to be accurate, but has not been independently verified.

      The opinions expressed in this article are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. The material is presented solely for information purposes and has been gathered from sources believed to be reliable, however Think Different Financial Planning cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Think Different Financial Planning does not provide tax or legal advice, and nothing contained in these materials should be taken as such. As always please remember investing involves risk and possible loss of principal capital. Advisory services are only offered to clients or prospective clients where Think Different Financial Planning and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Think Different Financial Planning unless a client service agreement is in place.