With how chaotic the world is right now, it is easy to lose sight of how your investment are – or aren’t – being managed. Here is a list of 5 of the most costly errors I see investors making.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was recently passed by Congress as part of the year-end budget resolution. It has some important implications that merit substantial discussion, which I will cover in future podcasts and articles. This list is not a complete list of all the provisions, but does touch on the most common ones I … Read More
We love doing business with people we trust, and our family and friends are the people we tend to trust the most. When it comes to doing business, particularly if it is work that is sensitive and requires a high degree of trust, it makes sense that we would gravitate toward a family member, a personal friend, or a referral … Read More