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ETF Investing

ETF investing is a little like stopping by your local bar on “Martini Mondays”…It’s fun, it’s cheap, and all your co-workers are doing it. When you add a menu of discounted automated advice offerings to the party it is easy to get carried away with...

Take the Vacation

One perk of being a financial advisor is that of also getting to be a vacation sales consultant. I am not saying the vacation sales gig is easy but it is rewarding, and often necessary to help clients follow through on their retirement plans. I have been fortunate...