The Richard Dwayne Blair Three Pillar Strategy

Richard Dwayne Blair stands on the belief that proper planning is paramount to the pursuit of one’s financial goals. At Wealth Solutions, Richard helps his clients do just that by using his nearly quarter-of- a-century’s worth of experience as a SEC-registered financial planner to offer wealth management and retirement planning services to residents in Austin, Texas. Richard Dwayne Blair is dedicated to helping members of his community establish a clear pathway to their financial goals.

Richard Dwayne Blair developed a system called “The Three Pillar” system, that allows him to design a comprehensive plan for each client. This gives him the ability to properly assess each client’s unique situation and create a definitive plan to accomplish the objectives identified.

Pillar One

The first pillar was developed to formulate the groundwork for the client. Richard Dwayne Blair uses this phase to outline a pathway toward each client’s strengths, goals, risk tolerance, and potential for growth. Richard uses the first pillar as an opportunity to build a genuine, long-lasting bond with his clients. He’s also able to garner a more profound realization of the particular concerns and desired outcomes of each individual client. It is also vital to establish clear expectations in the first phase.

Pillar Two

The second pillar is intended to design a customized, long-term investment strategy that is effective, and geared specifically to clients’ objectives and liquidity requirements. Richard assumes the responsibility of managing and properly allocating assets to aggressively take advantage of key periods of positive market activity while minimizing clients’ exposure to the effects that downward periods in the market can have on clients’ portfolios. Mitigating risk is critical to the protection of clients’ assets.

Pillar Three

Once the client’s financial objectives have been identified, and the action plan to provide sufficient growth and liquidity has been enacted; Richard is at that point able to review the third and final pillar with his clients. The third pillar involves implementation and monitoring. Richard implements the strategy and monitors the objectives established in the previous pillars. The clients’ historical data, goals, and expectations are tracked and compared to evaluate the effectiveness of the process.

 

Susan McGalla Lists Ways To Be Both A Full-Time Worker And Mom

Susan McGalla is a hard-working woman who formerly served at American Eagle Outfitters and now makes product marketing decisions for the NFL’s Pittsburgh Steelers. She puts in full-time hours each week, but she’s also a proud mother who spends time with her children on top of all her work responsibilities. McGalla put out an article at Getting Balance magazine addressing all mothers married and single encouraging them to find ways to get the best of both worlds.

McGalla said that mothers should look for every opportunity they can to get rest and refresh such as when children are gone at school, or when they have slow days at work. But mothers should also stay in shape so that they don’t get fatigued during the day or lose sleep at night. Most importantly, McGalla says mothers should never let feelings of guilt about their schedule or time spent with family take over them because they only cause more stress and are counterproductive. Instead, mothers should focus on the positives they’ve done for themselves and their family, and they should also remember that sometimes it’s all right to say no, especially when their schedules are busy and they need more downtime.

Susan McGalla came from a small town near Youngstown, OH and got her degree at Mount Union College where she is on the Board of Advisors today. From 1985 to 1994 she was in the inventory and merchandise division at the Joseph Horne Company, and then right after leaving there went further into the merchandising division at American Eagle. She went from store-level to the corporate level and in 2007 she became president of the company. Among the moves she made as president of American Eagle was starting its Aerie and 77kids stores and also moving the headquarters to a new Pittsburgh area.

Susan McGalla runs a part-time consulting business known as P3 Executive Consulting and is a former trustee of the cancer research institute at the University of Pittsburgh. She’s also been on the boards of the Allegheny Conference of Community Development and HFF, Inc. She attributes accomplishing the things she has to looking at the business world as a place where both men and women can get ahead through hard work and the same expectations are put on both of them, and there are no glass ceilings for women to break.