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Mighty Gems – Essence of Authentic Presence

Mighty Gems – Essence of Authentic Presence

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October 03rd 2014:What do you do with it?

"Wow" said Investor U. "Now that I’ve freed up some money, what do I do with it? I think I want to invest it somehow." said Investor U. "There are so many choices for investing. Maybe I could look at buying some stocks. It looks like it might be fun, but it is a bit scary, too." After taking a detailed look at where you have spent your money in the past, you probably have some ideas of how you want to change where your money goes. The first rule of thumb is that if in doubt about what to do with your money, sometimes it is best to do nothing until you have more information. There are options

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Featured Guest

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Peter Jensen

Peter was born and raised in the San Francisco Bay Area. He graduated from U.C. Berkeley with a BA in English and received his MBA from Saint Mary's College. Peter has worked in management in a variety of industries and has been a management consultant. In 1994 he entered the financial services sector in 1994 as an investment manager. He has over 20 years of experience beginning as an advisor at Prudential Bache, continuing through Paine Webber and UBS, before co-founding Windrose Wealth Management in 2004. He is currently the Managing Director of Windrose Wealth Management. Windrose Wealth Management is a fee-based, independent investment advisory firm located in Kirkland, WA. It serves t
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