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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Category: Behavioral Finance

A Face for Radio

July 14, 2020 ~ Jamie ~ Leave a comment

amie Menges will be a guest on “Your Money” hosted by Wharton economist Kent Smetters on Tuesday, July 14th, 2020 at 5pm.

Jamie-isms, If There Is Such A Thing

May 22, 2020May 22, 2020 ~ Jamie ~ Leave a comment

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

Ladies and Gentlemen, This is Your Pilot Speaking

March 19, 2020March 19, 2020 ~ Jamie ~ Leave a comment

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The Future Is Always The Same

March 14, 2020March 14, 2020 ~ Jamie ~ 1 Comment

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

Portfolio Thoughts

May 18, 2018May 18, 2018 ~ Jamie ~ 1 Comment

Here is something to consider if you are concerned about the stock market.

Easy Money – It’s that Simple

April 12, 2018April 12, 2018 ~ Jamie ~ 1 Comment

The days of having to accept low-interest bearing bank accounts are over. Here is some an easy money you should grab!

Prepay My Mortgage?

September 8, 2017December 9, 2017 ~ Jamie ~ Leave a comment

Should I prepay my mortgage? The WealthAdviceMadeSimple answer would offer the following guidelines.

Why Fees Matter

August 24, 2017December 9, 2017 ~ Jamie ~ Leave a comment

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

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Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • A Face for Radio July 14, 2020
  • Jamie-isms, If There Is Such A Thing May 22, 2020
  • Best Practices for Your Stimulus Check April 15, 2020
  • Ladies and Gentlemen, This is Your Pilot Speaking March 19, 2020
  • The Future Is Always The Same March 14, 2020

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  • Advice Gone Bad (1)
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  • Behavioral Finance (11)
  • Education Savings (1)
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  • General (31)
  • Healthcare (2)
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  • Taxes (8)
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