So you’re ready to begin investing. Where to start? Chuck and Michael discuss the importance of prioritizing your retirement plan at work, and beyond that, why flexibility is key. This Part 4 in our DIY Investing series, breaking down the steps one must take to get started with investing.
Einstein is credited with saying that if you truly understand something, you can explain it simply. So we’re taking on a challenge: Can Chuck explain investing to two seventh-graders? Let’s find out.
“Are we heading into a recession?” This is the #1 question we get from clients lately. We answer with a question: How is your business? What impact do rising interest rates actually have on the economy? Let’s explore.
To be understanding, one has to be in relationship. We have lost a great deal of that relationship-building over the last two and a half years. Our reaction to COVID may very well end up doing more harm to our society than the virus itself. Human interaction is of utmost importance.
The primary value, in my opinion, is independence. It boils down to one question: Who is the boss – is it the client, or someone else?
