Investing wisely starts with trusting the right people. When you have faith in your investors, you feel more secure and your investments might even perform better.
My grandfather was at Pearl Harbor when the Japanese attacked, serving as an Army Captain. My father continued the family tradition during the Vietnam War, stationed as a prison guard in Thailand. Unlike them, I didn’t pursue military service. I felt inadequate.
I wanted to join the US Foreign Service for a diplomatic role, but doubts about passing the Foreign Service Exam held me back. My father’s tales of the challenges at the State Department added to my apprehension.
My Relationship With Money And Trust Issues
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In the past, I’ve grappled with a sense of guilt for not serving my country like my father and grandfather. To compensate, I’m driven to assist people with their finances. Money, to me, means enabling a better life and making a positive impact.
It’s distressing that there are homeless veterans in America. Both the government and private sector need to step up, ensuring every returning veteran finds employment. For veterans willing to share their stories or write for Financial Samurai, reach out.
INVEST WITH INVESTORS YOU RESPECT AND TRUST
USAA holds a special place for me, a member for 20 years due to my family’s military ties. Founded in 1922 by Army officers who self-insured when traditional auto insurance was unavailable, USAA focuses keenly on customer service. I’ve had only positive experiences, managing multiple accounts with them—from CDs to life insurance.
USAA Investing In Personal Capital (Now Empower)
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Discovering USAA’s investment in Personal Capital’s Series D funding thrilled me. Consulting for Personal Capital since 2014, managing their blog, has been a rewarding journey. I trust Empower’s wealth management product after using it since 2012.
Reflecting on the year, I’m making amends for missed family visits by traveling to Hawaii. While my adventurous spirit hasn’t waned, I also realize the importance of seizing opportunities today.
Continuing my consulting with Personal Capital into 2015 is influenced greatly by USAA’s support, a key factor in my decision to prioritize work over leisure.
Invest In Private Growth Companies
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Diversifying into private growth companies through venture capital funds is promising. These companies stay private longer, offering significant gains. The Innovation Fund, focusing on AI, DevOps, FinTech, and PropTech, particularly excites me. With a low $10 minimum investment, it’s accessible compared to traditional VC funds.
Trust and the right investment choices are paramount. Whether exploring private equity or index funds, understanding the risk and alignment with personal values is crucial.
Investing in startups or private equity differs vastly from public markets. Diversification remains vital, as the potential of each investment varies greatly.
Sam
