American Portfolios Chief Financial Officer Damon B. Joyner possesses all the characteristics one would expect from an old soul—among them: intellect, humor and humility. These qualities make his words of wisdom reach listeners with the persuasiveness of a Sunday sermon.
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American Portfolios (AP) marked its 20th anniversary this last year, triggering some reflection on our two-decade journey and where the future may take us.
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As a student of both spirituality and history, Felipe seeks balance in every aspect of life. He believes that if you understand why something happens or why it is done the way it is, you can learn from it. These trends often times repeat and, if you can identify these trends, it can help you in your predictions and investment allocations.
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Imagine a client you’ve known for years tells you they’re getting divorced. You want to set them on the right path, but where do you start? First and foremost, having a network of professionals (e.g., attorneys, relationship counselors, mediators) at your fingertips who specialize in this field is important. Remember, not all attorneys are divorce attorneys, and the legal system is not an easy one to navigate. You wouldn’t go to a dentist to perform open heart surgery, so neither should you go to a “generalist” to get divorced.
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Here are five technology tools that David Pulcini can’t live without … and he could easily give 10!
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