How to Pick Investments You Actually Enjoy
When it comes to financial planning and wealth management, most business owners in Phoenix and across Arizona focus only on returns and risk. But one overlooked factor is whether you actually enjoy the investments you choose. Picking investments that align with your interests and values doesn’t just make wealth building more fulfilling—it also helps you stay consistent with your strategy. At Cool Wealth Management, we believe investing is about more than just numbers. It’s about creating a portfolio that fits your goals, reduces stress, and supports the lifestyle you want to build.
Why Enjoyment Matters in Investing
Many people think investing is purely a numbers game. While performance is critical, there’s also a psychological side to wealth building. If you own investments you don’t understand or care about, you’re more likely to panic during downturns or abandon your plan altogether. When you actually enjoy the investments you own—whether it’s real estate, growth companies, or sustainable businesses—you’re more likely to stay the course and make better long-term decisions.
Aligning Investments With Your Values
Enjoyable investing doesn’t mean chasing “fun” stocks or hobbies—it means aligning your money with what matters most to you. For example:
A business owner who values innovation might enjoy investing in technology companies.
Someone passionate about sustainability may feel better owning ESG-focused funds.
An entrepreneur with real estate experience may prefer property-related investments.
The goal is to make sure your investments feel meaningful, while still keeping diversification and risk management at the core of your portfolio.
Balancing Enjoyment With Risk
Enjoyment doesn’t replace discipline. Just because you enjoy a particular sector doesn’t mean it should dominate your portfolio. At Cool Wealth Management, we help clients balance the emotional satisfaction of owning investments they care about with the quantitative side—like risk, diversification, and tax efficiency. That way, you don’t end up overexposed to just one idea.
My Experience Helping Clients
One of my clients, a business owner here in Phoenix, felt disconnected from his portfolio because it didn’t reflect his values. After learning more about his passions, we incorporated investments in industries he cared about, while still keeping his long-term financial goals in focus. The result? He became more engaged with his financial plan and more confident during market fluctuations.
How to Start Picking Enjoyable Investments
If you want to start enjoying your portfolio more, here are three steps:
Identify your values – Write down industries, causes, or areas that matter to you.
Pair with your goals – Make sure the investments also align with your timeline, risk tolerance, and growth needs.
Work with a professional – A financial advisor can help you find the balance between passion and prudence.
Conclusion
Investing isn’t just about building wealth—it’s about building a life. When you pick investments you enjoy, you strengthen the connection between your money and your goals. At Cool Wealth Management, we help business owners in Phoenix and across Arizona create portfolios that reflect both who they are and what they want for the future.
