For an individual investor, finding the right financial professional can be a challenge. To start with, there’s the bewildering array of titles, including broker, adviser, planner, manager and even coach. And then there’s all those letters (RIA, CFP, CFA and so on) and numbers (Series 6, 7, 65 and 66) that represent certifications and licenses.
We’ve all heard some version of the joke that goes, “no, money can’t buy happiness … but it can buy ____, and that’s kind of the same thing.” It’s amusing because it hits on an important truth that can help set you up for financial success — if you fully understand it and use it
Over the course of a few hours, you’ve gone from regular middle-class schmuck to millionaire. How? Despite shark-attack odds, you purchased a winning lottery ticket worth millions of dollars. Step one to not mucking this up is to sign the back of your lottery ticket, like now. If you should drop it or lose it without
June is graduation season, and for those who are moving on to higher education or entering the workforce for the first time, it is important to carry the timeless wisdom that comes from beyond the textbooks. Moreover, we could all use some reminders of the lessons that we sometimes overlook in our finances. Here are
Maybe you’re a teacher, with a couple months of downtime before the new school year in the fall. Or a student, hoping to pocket some summer spending money or get a jump-start on your retirement savings. Or, heck, just a hard-working 9-to-5er trying to fund an overdue beach trip or looming holiday gifts. You want
Several years ago, I had the chance to work closely with an intern I’ll call Chris. Chris was quite good at the tasks we gave him and you could see strong glimmers of the type of professional he might someday become. Chris interned with us for two different periods, and at the end of the