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

Mastering Your Money Series

with patrick huang, director of investments & wealth management

October 8, 2021
The Federal Reserve – Part 2
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

October 1, 2021
Demystifying Bonds – Part 1
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

April 1, 2021
Cryptocurrency Unpacked – Part 2
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

March 26, 2021
Cryptocurrency Unpacked – Part 1
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO

January 29, 2021
Demystifying Market Liquidity – How Much Is Enough?
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

October 16, 2020
What Do The (Mutual Fund) Stars Say?
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO

August 21, 2020
Understanding Style Box Categorization is Useful in Determining How an Investment Fits
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

July 10, 2020
Deconstructing Gold’s Shining Moment and Why it Matters
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO

May 29, 2020
How Credit Card and Other Debt Can Be An Investment Opportunity
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

May 15, 2020
Price Earnings Ratio
with Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO