Old Newsletters: ‘FOOD FOR THOUGHT’ & ‘Aren’t You aMAZEd?’
They offered some of the gems I picked up on my journey toward becoming a full-fledged personal financial planner / advisor - to clients, friends and people I care about.
(The pdf files below will each open in a new browser window or tab if you left-click on the links; you can easily download them as well by right-clicking on the links and then selecting ‘save as’ or ‘save target as’ from the small pop-up menu that opens up)
Learning is an on-going necessity in financial fields, just like everywhere else. Our individual circumstances change, our views and objectives change, society, economy, financial regulations and products change, … and to adjust to all these requires new ideas, and new food for thought. Learning involves unlearning as well; some of our old knowledge is not valid anymore. It is the same with these newsletters: I would write them differently today. Still, most of what I wrote I see no reason to hide or be embarrassed about even today.
It would have been interesting to document my views during the couple of years when I didn’t compile newsletters at all, but I stopped writing the “Food for Thought” newsletter in 1999. The reasons were purely personal; my life was too ‘eventful’ for a few years. It was not just a series of deaths and other shocks, but certainly enough of those as well to drain too much of my energy from the luxury of newsletter writing. Another reason for the irregularity was that I had my share in the wave of industry consolidation: I belonged to various companies without initiating change myself (mergers & name changes), and then found that some huge organizations do not really let me do the job the way I want. They have various strengths and advantages, but they are often more bureaucratic and less professional (in the sense I mean professionalism) than I’m willing to put up with.
In 2007, I joined Olympian Financial, a company that is not obstructing doing my work the way I want. Finally, upgrading and frequently adding to my website became possible as well. I decided that it’s time to start more frequent additions and improve interactivity. Using a blogging platform makes it the the easiest to achieve these goals. Also, this new format makes it much more convenient to improve site navigation and search functions. In other words, no more newsletters, but here are the old ones:
While saving the above “Food for Thought” newsletters in pdf was just an afterthought, the “Aren’t You aMAZEd?” series below was prepared in pdf in the first place.