Skip to content
Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

  • Home
  • About
  • Blog
  • Contact

Tag: wealth

The Casino Wins Again – And So Can You!

November 6, 2023April 15, 2024 ~ Jamie ~ Leave a comment

The "house" always wins. There are several popular maxims about Las Vegas and gambling, but the idea the house always wins is certainly one of them. Why does the house always win? It's simple. The odds are in their favor, and they play every hand.

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

Fear Marketers – Not the Market

March 14, 2022 ~ Jamie ~ Leave a comment

It's not the Market that is bad; often it's the Marketers who lead us astray.

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.

Which Client are You?

June 27, 2017July 6, 2017 ~ Jamie ~ Leave a comment

I believe there are 3 types of people who walk into my office.

A Deeper Look at Why I Did This

June 27, 2017July 6, 2017 ~ Jamie

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.

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • The Casino Wins Again – And So Can You! November 6, 2023
  • 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

Topics

  • Advanced Wealth (25)
  • Advice Gone Bad (2)
  • Basic Wealth (28)
  • Behavioral Finance (14)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (8)
  • General (34)
  • Healthcare (2)
  • Insurance (4)
  • Investing (17)
  • Taxes (10)
  • Uncategorized (12)

Yes, I want Wealth Advice Made Simple!

Click here to be directed to IMPORTANT DISCLOSURE INFORMATION.

Website Powered by WordPress.com.
  • Subscribe Subscribed
    • Wealth Advice Made Simple
    • Join 100 other subscribers
    • Already have a WordPress.com account? Log in now.
    • Wealth Advice Made Simple
    • Subscribe Subscribed
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...