Mark is a CERTIFIED FINANCIAL PLANNER™ professional and his main responsibilities include managing and monitoring client portfolios, researching and monitoring our mutual fund investments, financial planning and reviewing portfolios with clients. Prior to joining our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.
Mark earned a bachelor’s degree in Business Management from Central College.
Outside of my professional career I am passionate about: I am passionate about living life and fully engaging in many activities; tennis, pickleball, working out, family, yard work, photography, and football.
What drew you to the wealth management industry? What drew me into wealth management was being able to work in an industry that centered on investing and having your money working for you.
What is the most rewarding part of being a BFSG Team Member? The teamwork, collaboration, and being around great people.
The one word or phrase that best describes me is: The word that best describes me would be Disciplined.
What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG? Work hard and do the right thing even when no one is watching.
To say this year has not been normal is an understatement. We are only in August, but it feels like it has been over a year since all this craziness started. Right now, it is normal to not feel normal. No one expected a crisis that would force us into isolation. There is craziness all around us and it would not surprise me if Godzilla or King Kong attack next month the way things have gone. This makes it more important than ever to make sure you take care of yourself. Let’s explore some key things that you should be doing right now.
1. Develop a daily routine
We are all creatures of habit and routines provide comfort and peace of mind. Set a daily schedule and stick to it with the same morning routine to help feel a sense of normalcy. This is especially important if you have kids at home.
2. Get outside
Many studies show the value of vitamin D (sunshine) and how it improves overall health and decreases anxiety and depression. Make sure to see 20-30 minutes a day of sunlight. Take a walk, ride a bike, just sit and relax, but make sure to get some sun!
3. Get some exercise
This can work great in combination with going outside. Pandemic or not, getting to the gym can be inconvenient; online alternatives can be used many times throughout the day and in any room of the house. It does not mean you need to spend a lot of money either. There are great videos on Amazon Prime for free and many workouts can be found online for free (i.e., YouTube or YogaWorks). If you like the idea of a trainer, use an app like FitPlan.
4. Make time for yourself
It is important to have a hobby or take some time to pursue your passions. Spending time doing things we are passionate about energizes us and provides a sense of purpose. What are you passionate about and want to spend more time doing?
There are several connection-based websites. One of them, Meetup, helps members find and connect with other people who share their unique interests. During the pandemic, Meetup began enabling members to meet virtually, which is a great way to form new connections. For instance, users can participate in book-club discussions or test their pipes with virtual karaoke.
5. Finally, unplug
It is important to stay socially connected these days and Zoom suddenly became a household name. However, be careful about how you use social media. Unplugging for a couple of days from it is invigorating and you will find your overall mood and mindset will improve. Take time to unplug from other media and technology as well. Take some time to write, enjoy nature, or start a business. Less social media and more time spent productively (this includes sitting on your porch watching a sunset) provide more fulfillment.
*Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
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