There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter
Nearly every great business started as a private investment opportunity. So too has every business failure. I believe you must check these boxes before it is an appropriate risk to take.
What are the 3 skills you need to be your own financial planner? Here they are...
A look at the next steps that may help guide you in building your own personal financial plan.
A few basic ideas before even considering a professional planner.
I believe there are 3 types of people who walk into my office.
I really want to change the industry. I'm tired of some advisors saying they have a client's best interests in mind, then taking action that puts themselves first.