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When people ask what I do for a living, I tell them I’m a CEO of a financial planning firm. I always give folks a minute to let that sink in. Afterwards, I let them know that I am an independent advisor and the title of CEO has to be on my registration with the […]
Read More ------Yesterday, the Department of Labor implemented new rules that require all financial service companies to act as a fiduciary for their clients. This important change is like many other financial news stories… long, boring, and complicated. Of course, like many stories like this, it’s very important. I decided to sit down with both sides of […]
Read More ------What is investing Many people ask me about investing. How do I get started? What should I invest in? These questions always lead to longer discussions with folks. During these conversations, I often note that many people are aware of many of the products available. Few understand how or why they work. The investment industry […]
Read More ------Value The Bugatti Veyron is a hand built supercar. It has 16 cylinders, four turbochargers, 1,001 horsepower, goes from 0-60 in 2.5 seconds, and world record top speed of 254 miles per hour. A new one can cost as much as $3.5 million dollars. Even with that price tag, Bugatti’s parent company, Volkswagen, loses a […]
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