Adam Wishard, CFP®

I provide financial advice to high achieving individuals at the top of their profession. We connect your values to your money decisions. Tweets are not advice.

[Adam Wishard, CFP® @AdamWishardCFP]

@MrSteveAvery Wtf am I looking at? Lol

[Adam Wishard, CFP® @AdamWishardCFP]

@mkbrinker Also really enjoyed your pod with @SteveSanduski ...

[Adam Wishard, CFP® @AdamWishardCFP]

@mkbrinker Long onboarding process and lots of conversations about personal values and money. Experience with money, do they feel rich, what it means to be wealthy... wish there were a more formal process or checklist but that doesn’t feel genuine.

[Adam Wishard, CFP® @AdamWishardCFP]

@brandonlmoss Data security services and password management advice/assistance. Being asked about it regularly by most HNW clients esp baby boomers. And current answer is 🤷🏻‍♂️

[Adam Wishard, CFP® @AdamWishardCFP]

Golfers out there... watch this clip before your next round. There’s actually a lot of philosophy for life and business behind this. (Some language in the video btw)
https://t.co/NS5MDTMCaV

[Adam Wishard, CFP® @AdamWishardCFP]

@morganhousel is easily one of the best writers when it comes to making complex topics such as investing seem so clear and relatable. A great read...”

https://t.co/Y4I0YfXoDV

[Adam Wishard, CFP® @AdamWishardCFP]

@jus10castelli @anxiousadvisor If it isn’t a regulatory concern, curious if you have found a client/prospect who cares? Similar to the conversation in your recent podcast @jus10castelli - advisors are the only ones who care!

[Adam Wishard, CFP® @AdamWishardCFP]

Save It or Shred It? https://t.co/aEJGTCtSKc

[Adam Wishard, CFP® @AdamWishardCFP]

@iheartWallSt Wow that is hilarious.

[Meb Faber @MebFaber]

It’s easy to talk about fees, but know what is likely a more significant cost that most investors ignore?

Taxes.

Really hard to make an argument for mutual funds in a taxable account...via @StateStreet

[Adam Wishard, CFP® @AdamWishardCFP]

@TR401 Yes and being burned a time or two raises red flags earlier on in the onboarding process. I wish there was a way to teach younger advisors this but sometimes you have to experience it for yourself to know.

[Adam Wishard, CFP® @AdamWishardCFP]

@StephanieKelton excellent presentation #SchwabIMPACT

[Bill Maher @billmaher]

Can't get with media swoon over Gabby Gifford return to congress,a body that didn't have the balls to outlaw machine guns on streets of USA

[Barry Ritholtz @Ritholtz]

Life is short. There are nearly 7 billion people on the planet. Most of them are decent folk. Why bother dealing with assholes? $$

[Scott Bell @iheartwallst]

Dear Members of Congress, please stop checking your twitter feed & WRAP IT UP!!!! cc: @speakerboehner @EricCantor

[Adam Wishard, CFP® @AdamWishardCFP]

seriously if i read about one more fake wealthy family with financial problems i am going to go into convulsions #studyingmylifeaway

[Barry Ritholtz @Ritholtz]

Today's WTF headline: NewsCorp earned $10.4 billion profits, collected $4.8 billion in US income tax refunds http://t.co/XRh69ZR $NWS $$

[Jason Quick @jwquick]

Called Andre Miller re: trade and left a message. The call back was from his mom. She had no idea he had been traded to Denver.

[Barry Ritholtz @Ritholtz]

Jon Stewart Goes Head-to-Head Bill O’Reilly http://dlvr.it/TJzBg $$