MARK NEWFIELD

Financial Advisor, Managing Director

Collaborative financial planning and business guidance for Richmond area entrepreneurs and executives.

RICHMOND, VA

June 28, 2023
Mark Newfield

The Uncertainty of It All

Musings on financial and historical uncertainty, with ideas about “Life In the Air Age”

Click here to read the full article.

This material is distributed for informational purposes only. Investment Advisory services offered through Journey Strategic Wealth, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). The views expressed are for informational purposes only and do not take into account any individual’s personal, financial, or tax considerations. Opinions expressed are subject to change without notice and are not intended as investment advice. Past performance is no guarantee of future results. Please see Journey Strategic Wealth’s Form ADV Part 2A and Form CRS for additional information.

ABOUT THE AUTHOR

MARK NEWFIELD

Financial Advisor, Managing Director

Mark’s role is primarily as lead advisor and client strategist of his division at JSW. Mark’s passion is ensuring that his team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for clients.

RESOURCES

The Importance of Estate Planning and Aging Discussions: A Look at Recent Research and Publications

by | Dec 12, 2024 | Mark Newfield | 0 Comments

It was certainly a banner year for research and publishing on retirement and aging. Click here for the link to a Wall Street Journal article and several podcasts and...

Industry Spotlight: Tariffs

by | Nov 7, 2024 | Mark Newfield | 0 Comments

Tariffs are taxes on imported goods. Historically, their value has been controversial. Observationally, they tend to produce unintended consequences. As to who pays the...

Why It “Takes a Village” to Optimize Your Financial Life

by | Mar 25, 2024 | Mark Newfield | 0 Comments

When it comes to managing your financial well-being, most people assume their financial advisor does it all. While it’s true Journey Strategic Wealth provides a...

Trading’s Toll on Mental Health: The Importance of Discipline and Consistency

by | Feb 20, 2024 | Mark Newfield | 0 Comments

Believe it or not, few forces are more powerful in the trading world than an investor’s mindset. Watching your portfolio shift up and down regularly is challenging, and...

Why Falling Short of Expectations Can Still Be a Success: Lessons from a $52 Million Ferrari Sale

by | Jan 18, 2024 | Mark Newfield | 0 Comments

A 1962 Ferrari 330 LM, owned by Ferrari’s factory team and boasting a Nürburgring class win, was expected to fetch $60 million. But when the auction hammer...

The Science of Successful Investing: Understanding Biases for Better Portfolio Decisions

by | Dec 18, 2023 | Mark Newfield | 0 Comments

When it comes to managing money, nobody’s perfect. Your relationship with money is molded by the events happening around you — how your parents handled money, financial...

How to Assess Your Financial Future in an Uncertain Economy

by | Nov 14, 2023 | Mark Newfield | 0 Comments

When things start shifting — high inflation, geopolitical conflict, unemployment, etc. — chatter about market volatility and economic downturn tends to intensify. But...

Industry Spotlight: Social Security

by | Oct 9, 2023 | Mark Newfield | 0 Comments

The maximum amount of Social Security, which you can see here, depends on the age at which you elect to receive the benefit and your taxed earnings (you maxed out for...

The Tech Executive’s Guide to Tax-Efficient Investing in Volatile Markets

by | Oct 4, 2023 | Mark Newfield | 0 Comments

Markets rarely stay steady for long, so it’s important for investors—especially executives at technology firms—to know how to position themselves when it seems like...

The Uncertainty of It All

by | Jun 28, 2023 | Mark Newfield | 0 Comments

Musings on financial and historical uncertainty, with ideas about “Life In the Air Age” Click here to read the full article. This material is distributed...