The Investment Scientist

Top Ten Things I am Thankful For

Posted on: November 28, 2013

  1. ImageIn the past year, my business has grown by 40.7% as measured by the AUM. This comes from three sources: new clients, existing clients adding assets and client asset growth.

  2. My newsletter “The Investment Scientist” is read by over 4,500 people, representing a growth of 41.5%. This portends well for future growth of the AUM.

  3. I am grateful for the people who support my business, especially Nicole my assistant, Vanessa my editor, John my programer and the Fidelity support team.

  4. I am grateful for this year’s Nobel Economics Prize winners, especially Eugene Fama, upon whose theory I’ve built the investment approach that has served me and my clients so very well.

  5. I have started the process of ghostwriting a book on Physician Wealth Management, as well as redoing my website with a sharpened marketing message around the science of investing.

  6. I have won three storytelling contests in DC and Philly, and have failed to win at least the same number of contests.

  7. I have performed standup comedy to standing ovations as well as stoic reactions in corporate, charity and political events.

  8. I have found a new challenge and passion in improv comedy. I am thankful to my teachers Shawn Westfall and Anna Marie Trester, and my many classmates.

  9. My parents and in-laws stay with my wife and I for extended periods of time, helping us to take care of the kids, allowing me time to indulge in my passions.

  10. My kids are growing up strong, healthy, smart and caring, thanks to their mom who is also my wife. I couldn’t be more proud of them.


What are you thankful for in 2013? Share it with us in the comment section.

1 Response to "Top Ten Things I am Thankful For"

Stay blessed:)

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Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC. He is also a regular contributor to Morningstar Advisor and Physicians Practice. To explore a long-term wealth advisory relationship, schedule a discovery meeting (phone call) with him.



You may also get his monthly newsletter, or join his Facebook page for regular wealth management insights. Michael's email is info[at]mzcap.com.

Twitter: @mzhuang

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