Too Big Has Failed

My financial advice business has changed since working for Wall Street behemoths and banks too big to fail. In a nutshell, here’s how…

too big has failed

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

too big has failed1

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.


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