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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Tag: investments

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

A Face for Radio

July 14, 2020March 14, 2022 ~ Jamie ~ Leave a comment

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

Global Wealth & Investing

January 16, 2020 ~ Jamie ~ Leave a comment

Here are some visual depictions to help you understand why your portfolio should be globally diversified.

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

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • Why Planning Matters September 2, 2022
  • A Fee, or a Tax? April 13, 2022
  • Fear Marketers – Not the Market March 14, 2022
  • A Face for Radio July 14, 2020
  • Jamie-isms, If There Is Such A Thing May 22, 2020

Topics

  • Advanced Wealth (25)
  • Advice Gone Bad (2)
  • Basic Wealth (28)
  • Behavioral Finance (13)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (8)
  • General (34)
  • Healthcare (2)
  • Insurance (4)
  • Investing (16)
  • Taxes (10)
  • Uncategorized (11)

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