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Twenty Original Financial Planning AphorismsTwenty Original Financial Planning Aphorisms

Pithy truths from working financial advisors.

John Kador

January 21, 2022

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Move over Oscar Wilde, Winston Churchill and Warren Buffett. These whizzes of wordplay have nothing on these working financial advisors who have agreed to share their original aphorisms—statements of truth or opinion expressed in a concise, witty and memorable manner—about investing and financial planning.

In response to nominations for aphorisms for this article, WealthManagement.com received over 100 submissions from working financial advisors. To qualify as an aphorism, it is necessary for a statement to contain a truth revealed in a terse or pithy manner. The only requirement: that the aphorism be the original creation of the financial advisor. Kudos to these 20 advisors for their creativity and originality. Among these aphorisms there is plenty of wisdom and inspiration that can apply to your own practice.   

About the Author

John Kador

John Kador is a business author focused on leadership, finance, and technology.  He is the author of over 15 books and has been a contributing editor to Wealth Management since 1995.  He received an MS degree in public relations from The American University and a BA in English from Duke University.  He lives in Lewisburg, PA.  Contact him on his website, www.jkador.com.