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.
“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.
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?
The original mutual fund scandal boiled down to large brokers getting preferential treatment at the expense of small investors. This 2.0 version boils down to the same thing: Large consulting firms are receiving preferential treatment at the expense of smaller firms and investors.
Last week we had the tragic engine explosion on the Southwest Airlines flight 1380. Now there are pictures of many passengers not wearing their oxygen masks correctly. Not to diminish the gravity of the situation, but a large portion of the passengers seemed to be unaware that human beings breathe through their noses. As The…
