My financial advice business has changed since working for Wall Street behemoths and banks too big to fail. In a nutshell, here’s how…
What you can’t control: (The focus of Wall Street and Too Big to Fail Banks.)
• Picking winning stocks
• Picking superior managers
• Timing markets
• Financial press
What you can control: (The focus of my Independent business.)
• Reducing expenses
• Diversifying portfolios
• Minimizing taxes
• Discipline
Henry David Thoreau said, “Wealth is the ability to fully experience life.” My financial advice business solely exist to help people do more of what they love.
No Harm 