How to Imagineer Your Dream Life with a Financial Advisor

7 min read

Thinking back to the beginning of the Covid-19 pandemic in March 2020 most of us look at this highly volatile period and review how our investments have performed. I know for a fact some of my readers have performed extraordinarily. In times of crisis, there’s always opportunity as well. How did you perform? How do you feel about it? Usually, whenever you review your progress it’s also the best time to adjust your path forward. For most, this means to eventually rebalance your portfolios, but it should also include checking-in and understanding how your current situation and path will help you…...

This article is free to read

Login to read the full article


By subscribing to our main site, you will also be subscribed to DDIntel - our regular letter showcasing our featured articles and applications.

Matthias Richter Matthias Richter is a financially independent wealth manager, entrepreneur, and personal finance blogger at Financial Imagineer. He used to represent the two large Swiss Banks in Asia managing assets of wealthy Asian clients spanning over three decades. With his blog, his mission is to spread financial literacy by passing his experience from helping the ultra-wealthy to anybody interested to imagineer their own life using money as a tool.