How Many Clients Should An Advisor Have?
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.
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.
ESG funds continue to grow in popularity. I wanted to share some of my thoughts on the performance of ESG funds I hold.
The Roth 401k is a wonderful investment tool for high income earners.
While Asset Allocation is critical to investing, Asset Location is important when it comes to improving after-tax returns.
Tax Loss Harvesting is key to successful investing. Let's dive into how to do it year-round.