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Why Am I Here?

Peter Katevatis - Aug 15, 2014
As a student in University working towards my Finance and Economics degree I had the opportunity to take a few electives.  Possibly due to the Greek origin, I gravitated towards Philosophy.  Having never read anything too enlightening (I had a lot of

As a student in University working towards my Finance and Economics degree I had the opportunity to take a few electives.  Possibly due to the Greek origin, I gravitated towards Philosophy.  Having never read anything too enlightening (I had a lot of fun in high school) I found the subject very intriguing.  The course began with several readings of the “greats” around the subject of existence and the meaning of life.

 

Katevatis Wealth Management

 

I found the subject interesting as we all would like to know the answer to that eternal question, Why am I here?

 

Many years removed from this scholastic setting it is important to revisit these ideas.  Life can catch up with you quickly and your happiness and success is interrelated.

 

As an investment advisor for nearing two decades there are several things that drive my passion in this industry:

  • Helping Clients reach their goals
  • Evolving Environment
  • Building businesses

Helping Clients is the root of everything we do in Wealth Management.  Making your money grow into more money is the historical base of our business, but it has grown well beyond that.  We try to help our clients set personal life and financial goals.  We help clients manage the risk to their entire family not just their investment portfolio.  We help them sift through the massive amounts of information that can bombard them each day.  A good advisor will answer your questions and make sure you are comfortable with your financial situation.

 

The Evolving Environment is what gets me out of bed every morning.  On the west coast, markets are open at 6:30am to 1:00pm.  I have managed to avoid any sleep disorders (knocking on wood) and can feel energized as I rise early to chase the worm.  Today’s financial world may seem turbulent, but the reality is it is ALWAYS turbulent.  The investing environment is always changing and you must change with it.

 

Building Businesses is a smaller portion of what we do, but it can be very exciting.  Every large successful business began as a startup.  In 2008, Ryan Holmes, Dario Meli, and David Tedman tried to solve the problem of handling multiple social media accounts.  Their solution, Hootsuite, is becoming a wonderful local success story.  If you invest in an emerging growth company your contribution (no matter how small) lends to the success of the corporation.

 

“Only those who will risk going too far can possibly find out how far they can go.” T.S. Eliot

 

I find too many people do not spend the time to identify their passions.  Our “meh” society has a tendency to push us into the middle.  If you find yourself always tapping your toes to classical music, check out Classical Crossover.  If you want to surf an exotic location, try Wavehunters New Zealand.  If you love classic cars, go to Scottsdale in January to see the Barrett Jackson auction.

 

You have two things to do:

  1. Find your passion
  2. Do something about it

If you are having trouble with any of those steps, let me know if I can help.