• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Certified Financial Planner Madison

Harmony Wealth

  • About
    • Meet Matt
    • WHY HARMONY?
  • Services
    • Work With Us
  • Blog
  • Start Here

Blog Archive

Harmony Wealth · November 16, 2021

Patience Always Wins

Welcome back to another edition of the blog! I am so thankful for all the kind words and support from those who read last week’s article. It was by far the most well-received blog post I have written, and I am still blown away by the amount of feedback you all reached out with. If you missed last …

Continue Reading

Harmony Wealth · November 10, 2021

Remembering the Edmund Fitzgerald

This week’s blog will hold a very special place in my memory for many years to come. It’s crazy how events that occur many years before we are even born can have such an impact on the journey we will take through life. 46 years ago today (well before I was even born), my road to becoming a …

Continue Reading

Finance 101, Harmony Wealth · November 2, 2021

Personal Finance at 30,000 Feet

Welcome back to the blog! As you can probably guess from this week's title image, we are hitting the sky this week and comparing the process of taking a trip on an airplane to our personal finances. This blog is coming in from 30,000 ft as I return from the wedding of my friend Alex, which I …

Continue Reading

Harmony Wealth · October 26, 2021

Filtering Financial Decisions

Welcome back to the blog! Last week, we wrapped up the Investment Series, which you can read the overview of here in our conclusion post which will walk you through the initial steps of creating an investment game plan. For the next few weeks, we are going to shift gears and stick to more …

Continue Reading

Investing and Investments · October 19, 2021

Creating an Investment Gameplan

As we go through the thick of sports seasons and continue to find ourselves in a world that changes at an ever-increasingly fast rate, I wanted to wrap up the Investment Series by recapping what we have covered, and share how each piece will help you navigate the crazy game of life. Commonly in …

Continue Reading

Investing and Investments · October 12, 2021

Mad Media. Avoid Investment Distraction.

We are counting down the final weeks of our Investment Series! Thank you for tuning in again this week as we talk about staying the course when all the noise around us may seem to be telling us otherwise. If you are just joining us for the first time, or want to brush up on the prior weeks of …

Continue Reading

Investing and Investments · October 5, 2021

Tax Impact on Investment Choice

Welcome back to another week of our Investment Series.  So far we have covered a lot of ground on the core concepts of understanding what our investments do, what we need to consider over the long term, and what we can expect in terms of our experience as investors. This week, we are …

Continue Reading

Uncategorized · September 28, 2021

Investment Rebalancing, Made Simple

Where has the time gone!? We are already in Week 4 of our Blog Series on Investing! And as of last Wednesday, it is officially fall! This week we are diving into the concept of rebalancing our investments, which is a great topic to follow up on last week’s talk about risk. If you are just …

Continue Reading

Investing and Investments · September 21, 2021

Risk Tolerance and Investing

Welcome to Week 3 of our 7 part educational series on investments and investing concepts. Last week, we covered the fundamentals of the 4 Most Common Investment Vehicles we see in our investment accounts.  If you’re just joining us for the first time, you can catch up on the first couple …

Continue Reading

Investing and Investments · September 14, 2021

4 Common Investment Choices

Welcome to Week 2 of our investment series! This week is all about understanding the different types of investment choices we have when picking how we will invest our money. Getting started with investing is a big step, and breaking down the key distinguishing features of the terms you will …

Continue Reading

  • Go to page 1
  • Go to page 2
  • Go to Next Page »

Footer

Looking for a page?

  • Meet Matt
  • Why Harmony Wealth?
  • Work With Us
  • Get Started

Privacy and Disclosures:

  • Privacy Policy
  • Disclosures
  • Form ADV Part 2

Getting in touch with us:

Phone: 608-571-4399

Harmony Wealth © 2023