Who’s Selling to You?
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
April 27, 2017
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!
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
True or False: in retirement, you invest the same way you did before retirement, but with less risk. (Don’t you love my pop quizzes?) The
Disclaimer: like all our blog posts, the following is for informational purposes only. It is not intended to be actionable financial or investment advice. To
Most of my clients (when they first come to me), think: “If my portfolio is down when I first start investing then I’ll have to
Let’s jump in the DeLorean and rewind the clock 12 months. A year ago today, 2016 was well underway, and you were probably fueled with
Would you rather have: $1,000,000orOne penny that doubles every day for a month? If you’re like 90% of the general public, you’d take the million