Blog

Five Stages of Your Financial Life

By FirstWave Financial  

We have been known to say that all financial strategies can be appropriate, but the right strategy for YOU depends on your context. For example, if you can tolerate the sometimes wild fluctuations of the stock...

Read More >

Celebrating 25 Years of Client Financial Advocacy

Advocate (noun) – a person who works and argues in support of another’s cause

November 6th, 1995, 25 years ago, Tom Kirk turned the business of giving investment advice upside down when he founded CPA Wealth Management Services, now...

Read More >

Nurturing Your Realism

By FirstWave Financial

Not long ago we began using Your WealthConfidence Scorecard to increase awareness of the eight mindsets that contribute to improved WealthConfidence.  These mindsets are gratitude, open-mindedness, cooperation, respectfulness, abundance mentality, connectedness, optimism, and realism.

WealthConfidence is dynamic, it ebbs and...

Read More >

Your Map

By Jamie Ostrander

As a child growing up during the height of the cold war here in Central Florida, I always enjoyed the big vinyl maps that the teacher would pull down over the chalkboard. I was eager to...

Read More >