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Twenty Original Financial Planning Aphorisms


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, 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.   

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