The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints
Investment Planning
What Is a Good Stock Tip?
Good stock tips are everywhere! Aren't they? There is no shortage of opinions on which stock will be the next winner. Cable news, news publications, and social media are full of opinions on the next best investment. With so many people giving their view on a good stock tip, how … [Read more...] about What Is a Good Stock Tip?
How to Invest a Million Dollars in the Stock Market
How to invest a million dollars in the stock market should be no different from investing a hundred thousand, ten thousand, or a thousand dollars. The key is using the KISS method, keep it simple and straightforward. Three simple questions Ask yourself these three simple … [Read more...] about How to Invest a Million Dollars in the Stock Market