In Process by MR Stephen J McNaughton - Bookswagon
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In Process

In Process


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About the Book

This book focuses on the Investment Process. It is broad and thought provoking. It is not intended to be an answer and shouldn't be construed as a recommendation to purchase any of the investments referenced. Creating an Investment Process is a key part of investing and will help you stay invested when market conditions become challenging. Timing isn't everything, but TIME is... My sincerest hope is that when the markets challenge you, you'll be prepared because I shared a framework that helped to clarify your Investment Process; a process that's personal to you and takes into account your circumstances, risk tolerance and financial goals. Winston Churchill once said, "To improve is to change; to be perfect is to change often." Your Investment Process should be a living, breathing document that changes as you change. It should always be IN PROCESS; much like your life. Please follow me: @sjm4k
About the Author: Chaucer once said, "Time and tide wait for no man." This quote is often paraphrased as "Life waits for no one." While both quotes are true in the strictest sense, they fail to define time and life. First, time is often clumsily interpreted as life. Time begins at birth. It's always moving forward regardless of whether we engage it. Second, life requires engagement and begins when we decide to start living it. I prefer Churchill's perspective... In his words, "To improve is to change... To be perfect is to change often." If a quote could sum up the entirety of one's life, this would capture mine. A constant pursuit to find challenges that improve & expand the talents I've been blessed with; an artist at heart, advisor by profession and the author of my destiny. I seek constant, and in some cases incremental, change. I'm tireless in my focus on improvement and approach each challenge according to my core values: PATIENCE, PERSISTENCE and DISCIPLINE. Challenges are necessary because overcoming them breeds confidence and ultimately success, no matter how small. With each challenge conquered, I find myself improved for taking the challenge. Perfection is not within the grasp of man, but seeking it allows for constant improvement and fulfillment. The pursuit is filled with failure and success, but it makes life worth living. I choose life and everything that's waiting. I am currently the CEO of Rede Wealth (R), an independent wealth management firm, and have been in the wealth management industry for 15 years. After graduating from the University of Virginia, I began my career as a Wealth Advisor at one of the largest global wealth management firms in the world. During my time there, I became the youngest Branch Manager in the firm, at the age of 26. I am passionate about helping clients meet their financial goals by empowering them to take control of their financial world and create their own Investment Process and Philosophy.


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Product Details
  • ISBN-13: 9781497301085
  • Publisher: Createspace Independent Publishing Platform
  • Publisher Imprint: Createspace Independent Publishing Platform
  • Height: 229 mm
  • No of Pages: 58
  • Series Title: English
  • Sub Title: Creating An Investment Process For All Seasons
  • Width: 152 mm
  • ISBN-10: 1497301084
  • Publisher Date: 19 Jan 2015
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Spine Width: 4 mm
  • Weight: 172 gr


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