How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
This year has reminded us of the many important roles that fixed income can play in portfolios.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
