This week Paul overhears a conversation between a financial advisor and an investor where the investor was given a lot of product-driven options and asked to make a decision on their own. Today, Paul talks about how he begins the financial planning process with every new investor to help you understand what to expect and give you confidence that you have found a good fit.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today Paul and Jeff talk about their first impressions after the Paul-Tyson fight over the weekend and they both have the same
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”
There are investment companies that will do anything to sell products to investors, even if that means lying about their products. Earlier
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