In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Merrill Lynch’s Second Act For RIA Reinvention Is Revealed (Lisa Shidler, RIABiz) For many of you who know me, it’s no secret that I am super excited about my recent move to “full independence”. As a stand…
People Lack Advice, Handling Robocalls, and 6 Money Truths
In no particular order, here’s a few interesting things I heard and read recently that I wanted to share. Why Do So Few Individuals Seek Professional Financial Advice? (Maher Alyousif & Charlene Kalenkoski, Advisor Perspectives) – Every now and then, I try to come up with WHY most people do not seek financial advice from a…
“Hello” – And What the World Needs More of…Champions!
Well hello everyone! It’s an exciting time in my life in launching this website and for the newly formed TrustTree Financial. It’s also a very interesting time in the world we live in (for a number of reasons), but we won’t get in to that here. I am sure you are short on time, so…
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