
Have You Done Your Homework?
I was prepared to finish this week’s blog on tips to save money (by far the most popular request). But then I came across a
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
I was prepared to finish this week’s blog on tips to save money (by far the most popular request). But then I came across a
Having just celebrated Independence Day (hopefully with hotdogs and light beer and fireworks), I thought I’d write a patriotic post this week. It’s a quotation
Peter Lynch (uber-famous investor of the Magellan fund) once said… Far more money has been lost by investors preparing for corrections or trying to anticipate
Claire loves the action of the roulette table. The marble bouncing around the wheel. The people yelling and screaming. The chips clinking onto the table.
If you give me $13,500, I’ll give you $22,500 in return. Do I have your attention? What if I offered you this deal every year
When you buy a stock, who are you buying it from? I don’t mean the company that executes your transaction (Schwab, E*Trade, Fidelity). What I
Name a famous investor. Got one? Think about that for a second. Why would you – presumably someone who doesn’t work in finance – know any
“Please tell me you put my entire portfolio in SNAP this morning. — Anonymous Client 3/2/2017 On March 2, Snapchat IPO’d. In its first day
9 years ago, we were in the middle of the worst market downturn since 1931. We had no idea when the pain would stop. All
Think of the most famous investor you know. I’d bet my financial planning practice you thought of Warren Buffett. And with good reason. He’s universally touted
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