Aequus Newsletter

Review Your Money History

    For many of us, managing our finances and building economic security is a nagging concern. We know we should be making greater strides in taking control of our money matters, but nothing changes. What keeps us from achieving the financial peace and satisfaction we desire?
    One of the main obstacles to financial freedom is listening to the wrong money messages. Our attitudes and beliefs about money have their roots in the value-laden messages we have picked up along life’s journey. These money messages are not only clothed in the words of others, but in their behaviors as well.

What Makes Aequus Different From Other Advisors?

    Most people, even professionals, look at the words “financial advisor” as a very generic term. Anyone can call themselves a financial advisor, but very few have the credentials and the disciplines to carry out the tasks that do the best job for the client. A “fiduciary” has a legal duty to work in the best interests of their clients. That means they must put your interests ahead of theirs at all times by providing advice on the investments that will serve you best.

Purposeful Aging

    Life expectancy has increased dramatically since the turn of the 20th century. Our challenge is to make the most of our bonus years—not only to live longer, but to live better as well.

Later Life Potential

“It is never too late to pursue the work that speaks to us from inside ourselves. Let’s look at that idea the other way around as well. We are called to recognize our strengths, and it is never too late to hear that call.”
Deborah P. Block & Lee J. Richmond, Soul Work: Finding the Work You Love, Loving the Work You Have

Making Decisions As If Your Future Depended On It

By Dr. William “Marty” Martin
    Choices…choices…choices. Most would agree that it is good to have choices. Some would acknowledge the challenge of having too many choices too often.
    A choice is a decision. Choices take place under conditions of certainty and uncertainty. In general, making choices under conditions of uncertainty is more difficult than conditions of certainty.

Aequus Stories: The Economic Recession

  This is the first in a series of stories explaining how Aequus strategies and services make a difference in the lives of its clients. The scenarios described in this and future articles are true, but names and other identifying details about the individuals involved have been changed to protect their privacy.
    After a recession, it takes time for investors to rebuild their confidence. Some investors blame the market downturn; others blame themselves for not having made the right financial planning decisions. Bob and Karen came to Aequus after having lost a substantial portion of their portfolio.