Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth - July 22, 2025

Building financial success isn’t about luck—it’s about consistently making smart, well-informed choices. As the principle suggests: "Lifelong learning and good judgment lead to success, while impulsive decisions create setbacks."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, July 14, 2025

Success in personal finance isn’t about luck—it’s about making informed, thoughtful choices. As the principle suggests: "Seek wisdom, make informed decisions, and prioritize long-term thinking for lasting success."

Having a Financial Plan Matters — Especially When Life Throws You a Curveball
Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth

Life has a way of surprising us - sometimes in good ways, and sometimes with unexpected costs we didn’t see coming. Recently, I met with clients who found themselves facing exactly that. They’d been doing all the right things: working hard to improve their finances, setting aside money every month for home maintenance and unexpected expenses, and steadily building up their emergency fund.

Brad Smith, CIM, Senior Investment Advisor, Advice First Wealth, June 19, 2025

When we hear the word capital, most of us think about money - financial assets, investments, and inheritance. But the truth is, we are all stewards of multiple forms of capital, whether we realize it or not.

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth – June 10, 2025

One of the biggest threats to financial success isn’t just bad decisions—it’s the fear of missing out (FOMO). As the principle suggests: "Stay alert, practice self-control, and don’t let FOMO drive your decisions to protect your long-term success."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth - June 2, 2025

Financial success isn’t just about making money—it’s about managing it wisely. As the principle suggests: "Be disciplined, avoid financial traps, and take responsibility to secure long-term success."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, April 30, 2025

When it comes to money, one of the biggest challenges is resisting short-term temptations in favor of long-term security. As the principle suggests: "Avoid short-term temptations and stay committed to wise choices for long-term stability and success."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, April 22, 2025

Financial success isn’t just about earning money—it’s about staying focused on smart financial habits over time. As the principle suggests: "Stay focused on continuous learning and disciplined decision-making to ensure long-term success and security."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, April 7, 2025

Achieving financial success isn’t just about how much you earn—it’s about how wisely you manage what you have. As the principle suggests: "Prioritize wisdom, discipline, and long-term thinking to achieve stability, success, and peace of mind."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, March 25, 2025

Managing your finances isn’t about luck; it’s about actively seeking the knowledge needed to make smart decisions. As the timeless principle suggests: "Actively seek wisdom and understanding to make sound decisions and protect yourself from harmful influences."

Tim Borody, CPA, CMA, CFP, Investment Advisor, Advice First Wealth, March 20, 2025

When it comes to managing money, the principles of wisdom are just as relevant as they are in life. At its core, successful personal finance boils down to a simple idea: "Seek wisdom, make thoughtful choices, and avoid harmful influences to ensure a secure and peaceful life."

Brad Smith, CIM, Senior Investment Advisor, Advice First Wealth, February 11, 2025

Brad Smith, an Investment Advisor at Advice First Wealth, recently highlighted the importance of truly diversifying your investment portfolio. Many investors assume their portfolios are diversified when they may not be. Incorporating private investments can enhance diversification, especially during periods of market uncertainty. Is your portfolio truly diversified? Keep reading to learn more about what to consider.