Don't plan to fail by failing to plan.
No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.
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.