THE ON-GOING PURSUIT TO DEMYSTIFY COMPLEX FINANCIAL CONCEPTS & JARGON

Mastering Your Money Series

with patrick huang, director of investments & wealth management

The Journey of a Barrel of Oil
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

The Federal Reserve – Part 2
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

Demystifying Bonds – Part 1
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

Cryptocurrency Unpacked – Part 2
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

Cryptocurrency Unpacked – Part 1
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO

Demystifying Market Liquidity – How Much Is Enough?
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

What Do The (Mutual Fund) Stars Say?
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO

Understanding Style Box Categorization is Useful in Determining How an Investment Fits
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

Deconstructing Gold’s Shining Moment and Why it Matters
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO

How Credit Card and Other Debt Can Be An Investment Opportunity
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

Price Earnings Ratio
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO