Author Archive | David Waldrop, CFP®

When The Tunnel Is Dark, Keep Moving Forward

Staying Motivated Is Hard

Staying motivated is hard. What do you do when there’s no light at the end of the tunnel? Keep moving forward! There are many similarities between physical fitness and financial planning. We often know where we want to end up, but getting there is the hard part. We know how much weight we want to […]

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planning

Don’t Just Sit There, Do Something!

Last year, I did something way out of my comfort zone. Against my better judgment, I signed up for an endurance event called Tough Mudder. Designed by British Special Forces to test mental as well as physical strength, participants attempt 10-12 mile long military-style obstacle courses. The event I competed in was in Lake Tahoe […]

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astute advisor

Welcome to The Astute Advisor Blog

Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™ since 2003, I have consulted with and advised a wide array of individuals and businesses. I have always enjoyed the face to face nature of working with clients. However, there is a broader […]

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