These Financial Tales Will Show You How To…
People learn complicated lessons in different ways. We teach these lessons by appealing to multiple senses. Our philosophy is that the lessons you learn from a fable, myth, story, parable or tale are longer lasting if you can relate to them. When you relate to someone, you ingrain these lessons in your mind. If you can’t recall these lessons for whatever reason, you can always refer back to a tale – or a story. Our goal is to make it as easy as possible for you to adopt an approach to your finances that helps you answer both the obvious and the complicated questions surrounding money.
Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles.
We publish the Financial Tales Blog and the Financial Tales Book as educational tools. Our hope is that through storytelling, you can identify with those that have similar situations and develop a plan that you can implement. Follow us as we introduce you to “our clients.”