Core Insights - The author transitioned from a career in private banking to focus on educating others about personal finance and investing through online platforms [1] Group 1 - The author has a strong educational background in finance, holding a bachelor's degree in finance-marketing, a CFP title, and an MBA in financial services [1] - The author has over a decade of experience in the financial industry, starting in 2003 and gaining several promotions [1] - The decision to leave the financial industry in 2017 was driven by a desire to help others with personal finance, leading to the creation of investing websites [1] Group 2 - The author undertook a significant life change in 2016, traveling across North America and Central America with family, which was described as an eye-opening adventure [1] - The journey included driving through nine countries and spending three months in Costa Rica, which contributed to the author's decision to pursue a new career path [1]
When Do You Sell A Winner? - January Dividend Income Report