Should I Attend a Retirement Dinner Seminar?
Now that Covid is "over," the number of retirement dinner seminar invitations are on the rise. Let me share some thoughts on what to expect at this type of sales event. And it is a sales event.
Now that Covid is "over," the number of retirement dinner seminar invitations are on the rise. Let me share some thoughts on what to expect at this type of sales event. And it is a sales event.
There is another big advantage to working with a flat fee advisor, especially when it comes to the fees you pay for investments.
I operate under a single, flat fee. There are some serious benefits to clients as a result of the way I am set up. Let's talk about some of what it means for my forward-thinking clients.
The first quarter of 2022 is in the books. Let's take a look at some highlights.
There are some simple things you should be doing to avoid some of the biggest mistakes with equity compensation. Here I share a few.
The Fed has officially started to raise rates. Here I give some explanation on what this all means.