In Wealth Management Is It Speculating, Investing Or Are Results Simply Random?

Below are a few frequently asked questions as well as answers, regarding wealth management, financial planning and the financial industry. Q: Are my portfolios positioned to endure another economic downturn? If not, how do we ensure that they are? A: We are long-term investors, not market-timers. We look for long-term bargains and do not try … Read more

A Cpa Explains How to Fire Your Financial Planner

Have you gotten tired yet of paying the five, ten or twenty thousand dollars a year that you’re currently paying your financial planner? You should think about taking a do-it-yourself approach to financial planning. By following a handful of steps, you can actually plan and manage your personal finances yourself. And as long as … Read more

What’s Blocking Your First Million?

As a newbie on the Internet twelve years ago, I was full of ambition and bursting with energy. I was going to find the perfect program that sold the perfect product so I could retire to a perfect lifestyle with plenty of income. I had been fed so many motivational videos I was addicted… which … Read more