My Plans for 2019
I thought I would share some highlights of what I am planning for 2019. I promise it is an easy read.
I thought I would share some highlights of what I am planning for 2019. I promise it is an easy read.
Everyone should have rules when it comes to their investing. The best rules can be condensed down to an index card. Why? First, to keep it simple. Second, to be able to pull out the card in times like now when the market has been so ugly.
My older son is in the midst of a search for college. I thought I would share some thoughts from someone who went to college a million years ago.
Everyone thinks of themselves as being above average. It is nicknamed the Lake Wobegon effect. Well, if you had been an average investor the last decade you would have outperformed some of the "greatest" investment minds out there.
I frequently receive lots of questions from other advisors about my flat-fee model. They all ask the same questions, but one question they never ask is about what type of client I accept since all clients pay the same fee.
The financial services industry has done another great job of confusing a couple of great financial resources available to many people. I am going to break down the differences between FSAs (Flexible Spending Accounts) and HSAs (Health Savings Accounts).