Last week Casey published an extremely important article on our blog. He talks about the questions everyone should ask BEFORE working with a financial advisor. Choosing an advisor is a big decision, and sometimes clients don’t give it the time and consideration it deserves. You can find Casey’s article below.
Here’s what I’ve been reading this morning:
‘How To Use Your Imagination To Make Better Financial Decisions’ – Peter Lazaroff
’10 Things We Believe Wealth Management Should Be’ – Isaac Presley – The Cordant Blog
‘It’s Monday Again…When Is My Retirement?’ – Anthony Isola – A Teachable Moment
‘New ETF For Hot FANG Tech Stocks Begins Trading’ – Michael Sheetz – CNBC
ENJOY!
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