Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simp

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Darrow Wealth Management

APRIL 11, 2022

No one knows when the U.S. will enter a recession again. And this is precisely why it’s important to always be prepared for an economic or market downturn rather than try and predict it. Investors may be surprised to learn that in the last 69 years, on average, stocks did worse in the year before a recession began than during the recession itself.

Economics 52

Economics Wealth Management CFP Investing 52

Park Place Financial

APRIL 11, 2022

ESTATES 7 Life Events That Require Trust and Will Reviews Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. A living trust or a will ensures that your estate is passed to your children, grandchildren, or other beneficiaries. It’s a good idea to set up your estate plan while you’re still relatively young and in good health. However, you may need to occasionally update this plan during your lifetime.

Estate Planning 40

Estate Planning Planning Assets Retirement Planning 40