Tagged with Debt

HOW TO VET A FINANCIAL ADVISOR

HOW TO VET A FINANCIAL ADVISOR

I have worked in the financial services industry for over 30 years.  What I have learned is that it is very difficult for the typical consumer to distinguish between a good financial advisor and a bad one. A bad financial advisor could cost you hundreds of thousands of dollars over the course of your relationship.  … Continue reading

MASTER THE FUNDAMENTALS

MASTER THE FUNDAMENTALS

I love the original Karate Kid movie where Daniel-san wins the tournament.  My view of why he won the tournament is because he focused his energy on the things he could control and mastered the fundamentals first.  In sports and in wealth management, I see too many people focusing on the fringe areas and not … Continue reading