value

Sticky

Be the turtle

On: May 19, 2022

In: Investing, Money matters, Philosophy

I will never forget the first time I stood at the helm of a tall ship. The sun had just set and the crests of the waves were illuminated by moonlight when the captain offered me the wheel. Continue Reading

Cole Ruth, the author

In 2006, I began dipping my toes in the stock market. I made a few good purchases, and a lot of terrible ones. Over the years I began coaching friends for fun. Some friends just wanted to hear my stock picks, while others were looking for ideas on how to structure their retirement savings. During the pandemic, like so many other people, I baked and gardened and reconsidered my two-decade career as a copywriter. As someone who has dreamt about being a writer since girlhood, I did not expect to that I would find helping people with their finances so much more gratifying. There was just one little issue: I lacked a financial education or any proof that I knew about tax strategies or investing. So in September 2020, I began coursework toward CFP certification. It’s been a long transition, but I hope to be certified as an advisor in California in the spring of 2022, as I continue to work toward completing the requirements for the CFP. I cannot charge for financial planning until I am legal, but I love discussing tough questions so don’t hesitate to reach out.