Twelve points Blog
Defense Wins Championships: Alternatives “For The Win”
An important part of our investment due diligence process involves attending industry conferences and investment manager showcases. Earlier this summer, I was pleased to hear that an upcoming showcase, which was co-sponsored by a few local investment
The Cold Call That Changed My Life
Let me set the scene here. It was at the beginning of my career, and I was a 22-year-old female Financial Advisor at Morgan Stanley, where the average advisor at my office was 45, white, male and had an established clientele.
Why Alternative Investments Should Be a Core Part of Your Portfolio
During his monthly segment as financial reporter for Radio Entrepreneurs in April, Manny Frangiadakis spoke with program host Jeff Davis about alternative investments. Their discussion covered an explanation of what they are, why they are important
Financial Planning for Millennials
When it comes to financial planning, many people learn about it the hard way. Even as adults, they get into trouble by not sticking to a budget, abusing credit cards, and not taking advantage of opportunities to acquire free money. By educating our youth
Manny Frangiadakis on What Differentiates TPWM from Other Firms
In December 2014, Manny Frangiadakis was interviewed as a guest on Radio Entrepreneurs. Hosts Jeff Davis and Peter Morrison spoke to Manny about why Twelve Points Wealth Management was founded
The Financial Planning Process
In an earlier blog post, I introduced our Behavior Gap series of articles, which use Carl Richards’ insightful Behavior Gap sketches to illustrate various financial planning and investment concepts. My earlier post brought attention to the wide gap between
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