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Creating Your Personal Investment Pillars

March 8, 2021 By Katie Brewer

What’s your personal investment philosophy? How do you decide what to invest in, and when? Knowing the answers to these questions can help you build a portfolio designed to stand the test of time.  But before you can answer those questions, you first need to know your personal investment pillars. These are the rules and standards you follow whenever you’re considering buying, selling or changing Continue Reading

Filed Under: Investing Tagged With: diversification, investing, portfolio

Refreshing Your Portfolio for the Best Growth

January 19, 2017 By Katie Brewer

It's a good idea to check your portfolio at least once a year to make sure it aligns with your financial goals. If you're like many investors, you look closely at your next move but forget to assess the big picture. Here are some tips to shape up your portfolio: Get a clear idea of your investments You can't make sure your portfolio is balanced if you don't understand how your investments Continue Reading

Filed Under: Investing Tagged With: balancing portfolio, bonds, investments, portfolio, retirement, stocks

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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