JMF Capstone Wealth ManagementA Life Full of Experiences May Not Mean Less Financial Security – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 A Life Full of Experiences May Not Mean Less Financial Security https://www.jmfcapstone.com/2016/06/06/a-life-full-of-experiences-may-not-mean-less-financial-security/ https://www.jmfcapstone.com/2016/06/06/a-life-full-of-experiences-may-not-mean-less-financial-security/#respond Mon, 06 Jun 2016 09:00:40 +0000 http://evolvemypractice.com/?p=2841 A couple of weeks ago, I wrote a column about the growing tribe of people who value experiences over security in their lives. But there is something that I didn’t say then that I want to emphasize: You don’t necessarily have to trade experience and financial security off against each other. One of my main...

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]]> A couple of weeks ago, I wrote a column about the growing tribe of people who value experiences over security in their lives. But there is something that I didn’t say then that I want to emphasize: You don’t necessarily have to trade experience and financial security off against each other.

One of my main inspirations for writing this follow-up column was my friend, Brett Davidson. A few years ago, Brett and his wife, Debbie, lived in Britain. They were running the successful consulting firm FP Advance with the goal of helping financial advisers live the lives they so often help their clients achieve. Brett and his wife, who have no children, had a nice home with beautiful furniture, and everything was going about as well as anyone could hope for.

Read the rest of the article on The New York Times.

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