Peter Newman outlined 3 mindset shifts that he needed to make to succeed as a wealth manager.

All investments carry some level of risk. And in general, the greater the risk an investment carries, the higher its potential return.

During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.

Work with your financial advisor and estate planning attorney to set up your retirement plan and life insurance beneficiaries properly.

Should you leave your wealth concentrated in the single stock that made you rich? The general answer is No. Let me explain.