No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
A Fee, or a Tax?
Tag: financial advisor
Ladies and Gentlemen, This is Your Pilot Speaking
My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.
Which Client are You?
I believe there are 3 types of people who walk into my office.
A Deeper Look at Why I Did This
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.
Wealth Advice Made Simple 