![The 2024 Election and Your Portfolio: Should You Be Worried?](https://deerfieldfa.com/wp-content/uploads/2024-4_The-2024-Election-vs.-Your-Portfolio-Should-You-Be-Worried.jpeg)
The 2024 Election and Your Portfolio: Should You Be Worried?
The question I’m getting as much as any others in recent weeks is “What do you think about the election and how will it impact our investments?” It seems every single election, people say, “This
![Books That Shaped My Journey As a Person and Investor](https://deerfieldfa.com/wp-content/uploads/2024-7_Books-That-Shaped-My-Journey-As-a-Person-and-Investor-300x198.jpg)
Books That Shaped My Journey As a Person and Investor
Finance and personal growth might seem unrelated, but for me, they’ve always been intertwined. The books I’ve read have significantly influenced my approach to investing
![How to Incorporate Tithing and Charitable Giving Into Your Financial Plan](https://deerfieldfa.com/wp-content/uploads/2024-7_How-to-Incorporate-Tithing-and-Charitable-Contributions-Into-Your-Financial-Plan-300x169.jpeg)
How to Incorporate Tithing and Charitable Giving Into Your Financial Plan
Your financial plan is more than just numbers; it’s a reflection of what truly matters to you. By including tithing and charitable giving in your
![How to Avoid Common Physician Asset Protection Mistakes](https://deerfieldfa.com/wp-content/uploads/2024-6_How-to-Avoid-Common-Physician-Asset-Protection-Mistakes-300x199.jpeg)
How to Avoid Common Physician Asset Protection Mistakes
Physician asset protection mistakes are more common than you might think. Because they dedicate their careers to helping others, physicians often put their financial well-being
![A Career With Purpose: The Story of My Life As a Wealth Manager](https://deerfieldfa.com/wp-content/uploads/2024-6_A-Career-With-Purpose-The-Story-of-My-Life-As-a-Wealth-Manager-300x199.jpeg)
A Career With Purpose: The Story of My Life As a Wealth Manager
Like many people, I find myself constantly motivated by a deep sense of purpose—a kind of inner compass that influences my decisions, ignites my passions,
![Higher Interest Rates: What They Could Mean for Your Portfolio and Investment Goals](https://deerfieldfa.com/wp-content/uploads/2024-5_Higher-Interest-Rates-What-They-Could-Mean-for-Your-Portfolio-and-Investment-Goals-300x211.jpeg)
Higher Interest Rates: What They Could Mean for Your Portfolio and Investment Goals
Over the past few years, it seems that markets, investors, and even our own clients have been focused on interest rates and their effect on
![Diversification Dilemma: Evaluating the Risk of Concentrated Stock Holdings](https://deerfieldfa.com/wp-content/uploads/2024-5_Diversification-Dilemma-Evaluating-the-Risk-of-Concentrated-Stock-Holdings-300x199.jpeg)
Diversification Dilemma: Evaluating the Risk of Concentrated Stock Holdings
Despite the mountain of articles available that discuss the benefits and methods of diversification when investing, there are still many situations where an investor may
![Five Books That Have Inspired Me](https://deerfieldfa.com/wp-content/uploads/2024-5_Five-Books-That-Have-Inspired-Me-300x199.jpeg)
Five Books That Have Inspired Me
As an ardent reader, I’ve curated a list of five books that have left an indelible mark on my personal journey and shaped my approach
![Empowering Wealth: How My Husband and I Manage and Invest Our Money](https://deerfieldfa.com/wp-content/uploads/2024-4_Tips-Ive-Learned-From-Managing-and-Investing-My-Own-Money-300x197.jpeg)
Empowering Wealth: How My Husband and I Manage and Invest Our Money
I want to let you in on a little secret: my husband and I make very similar choices in investing our money as I recommend
![Boost Your Retirement Savings With Roth Conversion Benefits](https://deerfieldfa.com/wp-content/uploads/2024-4_Boost-Your-Retirement-Savings-With-Roth-Conversion-Benefits--300x196.jpeg)
Boost Your Retirement Savings With Roth Conversion Benefits
Do you want to save more of your hard-earned money and boost your retirement savings? A Roth conversion might be the answer. By transferring your