
Benefits of a Flat Fee Financial Advisor - Part 1
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.
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.
I wanted to share a few quick thoughts on the market and also give a little more insight into the high gas prices.
I spend a lot of time protecting my clients from the big and confusing world that is the financial services industry. I have seen some wild tricks over the years and thought I would share a few of them. These are the tricks I have to protect my clients from.