Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses the evolution of the financial planning firm that you see today. Operating as a centralized, collaborative, multi-disciplinary practice allows Timonier to provide exemplary service [...]
Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses mindfulness and the power of your thoughts with renown author, speaker and wellness instructor, Dr. Joe Dispenza.
Use this great tool to organize all of your financial information and beyond within one great site! Learn more today. Ready to start or need further assistance? Contact any one of Timonier’s trusted advisors today.
Part 3 of the 4 part educational series. In this video installment you'll find great info-graphics and illustrations pertaining to the dimensions of investment portfolio returns.
Part 4: The last part of a 4 video mini-series that highlights how investor behavior can have the biggest impact on portfolio returns. Trust in your wealth plan and when the fears and anxieties rise [...]
Part two of our four-part educational series brought to you by the trusted advisors at Timonier. This clip, highlighting Diversification, will help to conceptualize the theory of spreading market risk within and across the asset classes.