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Confessions of Stock Picker


Some of my best memories in my 30s was not having babies or getting married,

it was making money based on my stock picks.


But getting my boss to buy my investment recommendations

that was a different story.


I was constantly in combat mode, working and living in New York.

My boss and I debated valuation, catalysts, and earnings expectations.

Oftentimes, I just had to defend my positions.

It was a jungle.

I would argue with taxi drivers.

I would secretly swear at slow-walking tourists.


If I can make it there, I'll make it anywhere.

It's up to you New York, New York.


Then we moved to the south in my 40s.

My world changed.

There is no more rush.

No fast pace way of getting things done.

No running to the train.


But sometimes I can’t help myself.

I still have some of my New York State of Mind.


So when someone said to me a few months ago, she wanted to test me out first,

before she committed, I took it personally.

At first, I wanted to tell her maybe we were not a good fit.


After I obsessed about the situation for a day or two,

I realized I had to remove myself from the equation.

It’s not about me.

It’s about her.

It’s not about me.

It’s about her.


I have lived in 2 different worlds.

Not everyone else has.

We must have rounded knowledge.

We must have deeper feelings.


When I emailed her telling her I totally agree and support her decision,

She was more than appreciative of my compassion and understanding of her situation.


It felt good and rewarding.

It’s not all about making money.

In the South, it is all about the relationship.

This is what matters most.


“Real pleasure comes from overcoming challenges, feeling confidence in your abilities, gaining fluency in skills, and experiencing the power this brings. You develop patience.”

Mastery by Robert Greene


My goal is to encourage you to tap into your inner strength and inspire you to think differently. Having a different perspective, a different view can go a long way.


If you need someone to give you a different view of your portfolio or your financial plan, I'm here.


Thanks for Reading!

Tiffany Kent

Your Friendly Wealth Engagement Guide,

Tiffany@wealthengagement.com


Empowering women to take control of their future!


Disclosures: Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.


This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.

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Wealth Engagement LLC is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and is located in Atlanta, Georgia.

This website is intended for residents of the United States and is limited to individuals residing in states where Wealth Engagement LLC is notice-filed or otherwise exempt from registration. Please contact the firm at 404-343-2060 to determine whether we are qualified to provide investment advisory services in the state where you reside.

 

The information provided on this website is for informational purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any securities. Past performance is not indicative of future results.  A copy of our current Form ADV Part 1 is available through the SEC’s public disclosure website at www.adviserinfo.sec.gov, and Form ADV Part 2A (our brochure) is available upon request by contacting our office directly.

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