The best part about being a financial planner is learning by watching what other people do. Here are 7 things we’ve learned from watching our clients over the years.
Avoid the great American investment ripoff
Would you give a total stranger 68% of all your life savings? You probably are and just don’t know about it. If you’re going to make some stranger a millionaire, you at least ought to know about it.
1 question no one ever asks their financial advisor
In this edition:
Whenever I speak with someone thinking about hiring us as their financial advisor common questions include; how our investment strategy has performed, what we can do to reduce income taxes. The kind of clients we serve best, how much we charge, etc. But the one question no one has ever asked me, but should, is…
Why you should avoid Dave Ramsey’s investing advice
In this edition:
Santa’s elves took the week off. So here’s a replay of one of this year’s most popular topics – 3 reasons why you should avoid Dave Ramsey’s investment strategy!
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