Are you George Bailey or Mr. Potter?

December 23, 2017

Are you more like George Bailey or Mr. Potter? Here's a replay of a Podcast I did last year with my good friend Peter McClellan of the 401k Latte Company. We discussed the main characters in the Christmas classic Its a Wonderful Life. The movie successfully contrasts two lives; one committed to serving others even when costly self-sacrifice is required, the other, solely obsessed with the pursuit of money regardless of how other people are harmed.


It's been quite a year for SEM (beginning with our re-branding from Strategic Equity Management to SEM Wealth Management) & we have a lot more ahead of us, but as we look back at our year, we can see there is something to living life like George Bailey.


As we head into Christmas, I find it interesting reading my Christmas week blog from last year. While the stock market didn't flinch all year long, many of the things discussed have started to play out beneath the surface. Check out my blog post from last Christmas to look back at how some popular Christmas movies could be analogous to our current environment.

Click here to read "Tis the Season"




Please reload

Web and Internet news concept with rss f
Featured Posts

Investment Grade Junk

September 11, 2019

Please reload

Recent Posts

January 29, 2020

December 10, 2019

Please reload

  • LinkedIn Social Icon
  • Twitter Social Icon
  • Facebook Social Icon
  • RSS Social Icon

Related Posts

Please reload

© 2016-20 Strategic Equity Management, Inc. dba SEM Wealth Management. Site created by Courtney Hybiak.

This site is for INFORMATIONAL PURPOSES ONLY.  The comments and posts published in the SEM Trader's Blog ARE NOT investment recommendations. They can NEVER be considered as trading calls or advices. If you decide to use the information offered here for your real trading it is at your own risk.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

Investing in the stock or bond markets involves risk and may not be suitable for all investors. Before making any investment decisions you should carefully consider your investment objectives, level of experience and risk appetite. The possibility exists you could sustain a loss of some or all of your initial investment and therefore you should not invest money you cannot afford to lose. You should be aware of all the risks associated with your investments and seek advice from an independent financial advisor if you have any doubts. All investments involve risk including those managed by SEM Wealth Management.

Opinions expressed at, and or the previous Trader's Blog site are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.


The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to our Performance Snapshot  which contains details of the performance calculations for each of our investment models.***


There is no representation made as to the future results of SEM’s programs or if they will be profitable.

For additional information on the author and SEM Wealth Management, please see our DISCLOSURE DOCUMENT (ADV Part 2).