Purpose & Wealth

with Haider Sharifi, CFP®

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Purpose & Wealth is a team at Equity Concepts that helps you make a difference for clarity about your future and for impacting those around you.

Whether you are changing jobs, planning for retirement, having kids, or experiencing a big life event, we are here to help you do more with your money.   We provide creative solutions and a clear process to position you financially so that you can focus on what matters most and live out your purpose.

Haider’s Hits: Special Edition

Do you have 190,000 Reasons to Worry? Hello and welcome to a special edition of Haider’s Hits, a blog update with timely insights to help you Invest with Clarity and […]

Market Jitters

In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical […]

How Could Inflation Affect Your Retirement?

In recent months, Procter & Gamble has raised prices for its Tide, Gain, Downy and Bounce product portfolio. It recently announced that this spring, consumers also will start paying more […]

The Fed Changes the ‘FAIT’ of Economic Recovery

In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously used a 2% inflation target. If inflation rates fluctuated above […]

The Taxing Landscape of the IRS

It seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019.1 A major reason is due to the defunding of the IRS. Between 2010 […]

Implications of Omicron

The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience in what this could mean moving forward, both for the […]

The Investment Greats

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker […]

3 Celebrity Mistakes You Should Avoid Right Now

Fall – 2021 Hello and welcome to the Fall edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with […]

Scammers, Scammers, Scammers!

June Video Message – 2021 Hello and welcome to the inaugural edition of Haider’s Hits – a quarterly blog post with timely insights to help you Invest with Clarity and […]

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