Optimizing Investments

What You Need To Know to Become an Optimum Investor

At Wisdom Financial we believe that all investors should be encouraged to increase their knowledge of investing. As a result, we offer clients the opportunity to attend regularly scheduled workshops. We call this education process the Investor Education Series. Here are some things that we cover in this workshop series:

  • Separating Myths
  • Gearing Up For The Next Crash
  • Save Investor Save World
  • Choosing Your Investment Philosophy
  • History of Investing
  • Rebalancing
  • Sky is Falling – Not
  • You Tell Me
  • Dimensions of Risk & Return
  • After the Crash
  • Examining Expectations
  • Vortex
  • Habits of Successful Investing
  • Is Your Money Manager a Sociopath?
  • How to WIN with Capitalism
  • Think You Can Time the Market?
  • Saying 'I Do'
  • This Time It's Different
  • Life-Long Game Plan
  • Costs
  • Putting Risk to Work
  • Critical Mindset
  • Origin of Wealth
  • Getting Income
  • Structuring Your Portfolio
  • International Investing
  • Cost of Capital
  • Who Wants To Be A Millionaire?
  • It's Science
  • Right Time To Panic
  • Verify, Verify, Verify
  • Bursting Bubbles
  • Online Addiction
  • Love The Bear
  • The Long Bond Trap
  • Returns, Returns, Returns
  • OMG, Global Economic Armageddon
Life Coaching Series Workshops

We also provide clients with a Life Coaching Series. These workshops are designed to help clients focus more on the personal aspects of their life and family. Here are some of the topics that we focus on in our Life Coaching Series:

  • Mind Over Money
  • True Purpose for Money
  • Money Demons
  • Core Covenants
  • Future View
  • Reality Worksheet
  • The Power Of Leadership


If you are not being offered an opportunity to receive important investor education, give Wisdom Financial a call today. We can help you achieve a more meaningful investment experience.