A Book You Must Read
Atomic Habits is a book you need to at least borrow from the library, although I recommend purchasing it as I think you will highlight it like crazy, which is what I did.
Atomic Habits is a book you need to at least borrow from the library, although I recommend purchasing it as I think you will highlight it like crazy, which is what I did.
There have been a lot of famous quotes regarding investing. I wanted to share a few of my favorites.
It has been an interesting year in the market. With drops of 20% in the first quarter followed by gains of nearly 20% in the second quarter, 2020 sure has been one of a kind.
I've always loved the expression "It's not what you make, it's what you keep." I wanted to share some high level techniques to help improve your after-tax returns.
I did a quick video recently on how many clients I can handle in my practice. It raised some questions from others about how many clients an typical advisor should have.
The Mega Backdoor Roth is one of the best retirement planning tools for high-income earners who have an employer with the right set-up. I wanted to update some of the numbers for 2020 on this wonderful planning concept.