Politics, History and Planning for a Better Financial Future – Ep 040
The last decade was pretty great for stocks. So many investors flourished under low inflation, low taxes, and low interest rates, and you can safely say that the bull run we ...
How To Turn Your Portfolio into a Financial Plan with Nick Nelson — EP 011
When most folks come into our offices for the first time, they have a portfolio of mutual funds, stocks, bonds, annuities, cash, real estate, and other assets. What they don’t have is a full ...
The Advantages of Working with a Younger Financial Advisor — EP 010
In our industry, there’s a saying: the two people in your life that you want to make sure are younger than you are your financial advisor and your doctor. After all, if you’re 50 ...