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Wealth Management Simplified

             The Story of the Y to the Third Symbol.

In the words of the founder, for your enlightenment and, hopefully, entertainment.


Do you remember third grade?  Seems like yesterday, doesn't it?  

I was a reader (and a bit of a geek).  There was nothing I loved more than sitting by myself reading a good book.  I was decidedly right-brained and, to put it mildly, math did not come easily to me.

Do you remember what it felt like to be called up to the board to solve a math problem?  For me, it was a moment of absolute dread! Match me against any elementary school brainiac and I could crush them in a spelling bee.  But fractions?  Please....no.

Thankfully, the lights came on for me one day.  I learned that math wasn't the schoolyard bully after all, and we became close friends. I'll bet you're thinking "good thing!"

Here is a quiz for you.  Don't worry; you won't be graded.  Pick a number, any number, with the exception of 1 or 0.

 I'll take 7 as an example.  

Add the number 7 together three times.  Ready?

7+7+7=21

NOW, take the number 7 and multiply it times itself three times.  If you recall third grade, you might recognize that you are simplifying the exponent!  

7x7x7=343

Don't you just love math??  Everything changes with the rotation of the addition sign.  Just a little multiplication and

we create leverage.

OUR LIFE.   OUR LEGACY.    OUR WEALTH MANAGEMENT STRATEGY. 


A powerful trio.

 



Kristine A. Boelte & Associates is an independent Firm with Securities offered through Summit Brokerage Services, Inc..  Member FINA, SIPC.  Advisory services offered through Kristine A. Boelte & Associates, LLC.  A Registered Investment Adviser.  Kristine A. Boelte & Associates is a separate entity from Summit Brokerage Services, Inc. and it’s affiliates.

Opinions expressed are that of the author and are not endorsed by the named broker dealer or it’s affiliates.