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  2. Articles authored by Mark Wendell

Articles authored by Mark Wendell

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  • Conflicting Signals
  • Saying Goodbye Is Never Easy
  • Mentoring for Wealth Preservation
  • Finance Lessons For Your Teens 
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  • Economics: Historical Significance Today
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  • Crucial Financial Dialogue
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  • Expose Yourself---as a Genuine Professional
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  • Investment Performance Achilles Heel-----It’s You!
  • Does Your Retirement Path Really Matter?
  • Money on the Table for Retirement
  • Inflation: Economic Peak Performance
  • You Know The Drill: Risk vs. Return
  • The Art of Behavioral Finance
  • Risk In Perspective 
  • The Challenge of Being Average
  • Preserving Your Ones and Zeros
  • How Donor-Advised Funds Can Support Your Philanthropy
  • Why A Basic Will Is Not Enough
  • Many Happy Returns
  • Wealth Effect
  • Masters of Economics
  • Live, Love, Prepare
  • Valuable Dialogue
  • Wall Street Word World
  • Family Stewardship

 

Wall Street Word World

Submitted by MD Wendell Wealth Partner on March 31st, 2014

By Mark Wendell

(Source: All definitions extracted from www.investopedia.com)

Wall Street is replete with vocabulary that seems to be a mysterious foreign language. With an education objective, listed below are some important concepts frequently used by Advisors.

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Family Stewardship

Submitted by MD Wendell Wealth Partner on March 31st, 2014

By Mark Wendell

James B. Stockdale stated in a speech in 1981 that from his horrific eight-year experience as a prisoner of war — extreme conditions of internment, torture, and endless, intense interrogations he and his fellow prisoners endured — he distilled one all-purpose, unoriginal idea. “It’s a simple idea, an idea as old as the scriptures, an idea that is the epitome of high-mindedness, an idea that naturally and spontaneously comes to men under pressure. If the pressure is intense enough or of long enough duration, this idea spreads without even the need for its enunciation…That idea is You are your brother’s keeper.” He added one of his favorite quotes by Francis Bacon: “Adversity doth best induce virtue, while luxury doth best induce vice.”

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Contact Mark Wendell Today! | Phone: (805) 230-1908 | E-mail: mark@mdwealthpartners.com

Wealthy and Wise

Creating and Sustaining Wealth without the Rollercoaster Effect

The purpose of this eBook is to demystify wealth creation, showing how it is an active process requiring discipline and persistence. When your values include security and fulfillment, rather than just the accumulation of money, wealth management should also address the many risks that can threaten stability.

 

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