The term “novel coronavirus” is so new, some people have apparently wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s …
3 Things Clients Do That Make Us Sad
Seeing you succeed in your financial life is our greatest joy as financial professionals. There is simply nothing better than watching a client set a goal and giving them the tools to accomplish it. The rewards are so rich; kids going to college, the peace of a secure retirement, the ability to …
Three Upside-Down Investment Insights
Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low, sell high. Don’t put all your eggs in one basket. That said, the best way to achieve these simple goals isn’t always as obvious. In fact, many of our favorite investment …
