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.
It seems like living with high stress is just an accepted part of the American lifestyle. A survey by Gallup in 2019 found that Americans are among the most stressed people in the world. I think it is safe to assume 2020 has only increased this exponentially for most people. If stress is not effectively managed it has an impact on our mental wellness and leads to increased physiological problems like higher blood pressure and higher occurrences of sickness. Amazingly one of the best ways to manage stress is through something you probably do not think about and take for granted, breathing
Perhaps Apple knows best
I have had an Apple watch for years and perhaps you have been mildly annoyed (like myself) when the Breathe app notification goes off. For the longest time, I ignored this but this is something I have learned to appreciate over time since research has shown how daily focused breathing reduces tension and relieves stress. The daily reminder helps me to remember to take time out of my day and do focused breathing.
How to Breathe Deeply
Below are directions from an article from the University Of Michigan Medicine on a simple breathing technique called Belly Breathing. It is simple to do and can be done anytime to help manage stress and to relax:
Sit or lie flat in a comfortable position.
Put one hand on your belly just below your ribs and the other hand on your chest.
Take a deep breath in through your nose, and let your belly push your hand out. Your chest should not move.
Breathe out through pursed lips as if you were whistling. Feel the hand on your belly go in, and use it to push all the air out.
Do this breathing 3 to 10 times. Take your time with each breath.
Notice how you feel at the end of the exercise.
Practice Makes Perfect
Breathing to reduce stress is nothing new. The benefits have been touted for centuries by individuals who practice meditation, yoga, or Tai Chi. For the best results a recent article from Harvard Medicine encourages you to create a routine with these tips:
Choose a special place where you can sit (or lie down) comfortably and quietly.
Don’t try too hard. That may just cause you to tense up.
Don’t be too passive, either. The key to eliciting the relaxation response lies in shifting your focus from stressors to deeper, calmer rhythms — and having a focal point is essential.
Try to practice once or twice a day, always at the same time, to enhance the sense of ritual and establish a habit.
Try to practice at least 10–20 minutes each day.
Aside from reducing stress, deep breathing helps us to relax, relieves pain, increases energy, and improves immunity. This is something we encourage you to try daily and let us know your favorite ways to practice deep breathing!
*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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