It is my great pleasure to sit down with close friends and work through any financial confusions they have. One friend in particular I always enjoy speaking with because he brings this unique passion and energy to learn new concepts and shines a fresh smile whenever we go off on our stock market tangents. Tonight was a unique session however, as we sat down over dinner and I asked him some profiling questions to better understand what type of investor and saver he is.Read More
Filtering by Tag: finance
Finally signed up for Betterment after months of restraint. I am a fairly active investor and did not feel the need to overly exposure myself to the same investment vehicles and strategies I have set in place already. After much debate I figured it was worth the education factor to see how it works, especially if I am going to be suggesting it as a potential solution to some of my advisees.
My initial impressions are as follows:Read More