Things You’ll Learn Along Today’s Journey As the saying goes, the grass is always greener on the other side. When is the grass greener with another financial advisor? We talk about a number of reasons someone might consider looking at leaving their current advisor for another one. Sean shares why some of these reasons might…
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What kind of financial truths can you depend on? Where have you fallen for some of the fear or myths floating around in the financial world? With so much uncertainty in the market right now, let’s discuss the truths you can build your plan on.
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Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s discuss the biggest international story in early 2020.
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The 60/40 rule suggests investors should put 60 percent of their portfolio in stocks and 40 percent in bonds. Sean weighs the merits of this rule of thumb.
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