When the question of “How much does it cost to work with you?” inevitably comes up, most financial advisors want to dive for cover. It’s kind of a funny paradox. Here we are advising clients and taking on such taboo topics as how to manage…
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What Does It Mean To Be An Investor?
Nowadays, the term “investor” applies to anyone who buys or sells a security. It’s a loose term that gets labeled on anyone who participates in the stock market at all without any regard to what he/she buys or for what purpose. This grand generalization of…
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Would You Risk the Consequences of Investing?
If you were blind but were given the opportunity to have your vision restored through a risky and complicated surgery, would you take that risk? Mike May was blinded by a freak accident at age 3, but that never slowed him down. He went on…
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22 Investing Reminders
There’s a lot of noise out there when it comes to investing and markets. We are bombarded every day with news articles, analysis, opinions, and alerts about what’s going on and the reasons for these occurrences. Sometimes common sense is the first to go in…
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Complexity Sells Better
“I would never join a club that would have me as a member.” – Groucho Marx When we pay for an expensive item or service, we usually do so because it will help us perform a task more efficiently, last longer, or allow us to…
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How to Find a Good Advisor
A good advisor can be worth their weight in gold. They can be invaluable to a family or an individual. The wrong advisor can be detrimental. If you’re looking for someone to help you with the complexities of your financial life, I’ve laid out a…
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