Four years ago this month was when TBF officially launched it’s work as a financial planning firm. In four short (or perhaps long— depending on which day you ask!) years, our firm has grown to care for over 50 households and more than 80 individuals. I could not be more proud of the opportunity to […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/05/1-1.jpg10801080Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2021-05-07 01:05:452021-05-07 01:05:49The Values We Live By
One of the most important things we do as financial planners is help clients align their money with their values, and socially responsible investing (SRI) can be a meaningful way to do that. We offer our clients the opportunity to invest partially or fully in SRI portfolios that are carefully chosen to mimic the structure […]
It’s hard to imagine that just a year ago, we were in some of the darkest days in a generation, unclear about what the direction of our health and wealth would be because of the pandemic. Fast forward a year later and the stock market is hitting record highs, a bitcoin is worth more than […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/04/speculation-vs.-investing.jpg10801080Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2021-04-01 23:17:142021-04-06 18:43:30What Speculation vs. Investing Has to Do With Tulips
We spend our days making constant trade-offs between time and money. Together, they’re the most important resources we have, and yet throughout our lives they seem to be at constant odds with each other. Cook at home or order takeout? Take on that extra project at work, or spend more time with the family? The […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/03/value-your-time-2.jpg10801080Brandon Tacconellihttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngBrandon Tacconelli2021-03-19 15:27:442021-04-06 17:31:04Value Your Time More to Increase Happiness and Wealth
The importance of optimism when you invest can’t be overstated. In fact, it’s scientifically supported that having an optimistic mindset helps you build wealth! A study done by Michelle Gilean in partnership with Frost Bank showed that 90% of optimistic participants put aside money for a major purchase as opposed to 70% of the pessimistic […]
https://staging.thinkingbigfinancial.com/wp-content/uploads/2021/03/optimism-when-you-invest-1.jpg10801080Jim Marrocco, CFP®, CFAhttps://www.thinkingbigfinancial.com/wp-content/uploads/2022/02/TBF-Final-Logo-1-2-300x129.pngJim Marrocco, CFP®, CFA2021-03-04 15:31:182021-03-14 01:14:59The Importance of Being Optimistic When You Invest
The Values We Live By
Four years ago this month was when TBF officially launched it’s work as a financial planning firm. In four short (or perhaps long— depending on which day you ask!) years, our firm has grown to care for over 50 households and more than 80 individuals. I could not be more proud of the opportunity to […]
Thinking Big’s Approach to Socially Responsible Investing
One of the most important things we do as financial planners is help clients align their money with their values, and socially responsible investing (SRI) can be a meaningful way to do that. We offer our clients the opportunity to invest partially or fully in SRI portfolios that are carefully chosen to mimic the structure […]
What Speculation vs. Investing Has to Do With Tulips
It’s hard to imagine that just a year ago, we were in some of the darkest days in a generation, unclear about what the direction of our health and wealth would be because of the pandemic. Fast forward a year later and the stock market is hitting record highs, a bitcoin is worth more than […]
Value Your Time More to Increase Happiness and Wealth
We spend our days making constant trade-offs between time and money. Together, they’re the most important resources we have, and yet throughout our lives they seem to be at constant odds with each other. Cook at home or order takeout? Take on that extra project at work, or spend more time with the family? The […]
The Importance of Being Optimistic When You Invest
The importance of optimism when you invest can’t be overstated. In fact, it’s scientifically supported that having an optimistic mindset helps you build wealth! A study done by Michelle Gilean in partnership with Frost Bank showed that 90% of optimistic participants put aside money for a major purchase as opposed to 70% of the pessimistic […]