Investing
Posts about Investing.
Is This the Time to Consider a Roth Conversion?
Is This the Time to Consider a Roth Conversion? We’re all facing struggles right now related to the global pandemic. Some are trying to figure out how to co-work from home with a partner without driving each other crazy. Others have been furloughed or are experiencing...
What is a Fiduciary and Why Does it Matter?
Does your advisor use the “f” word? You’ve probably heard the “f” word many times, but the “f” word I’m talking about probably isn’t the one you were expecting. I’m referring to the word “fiduciary”, and it’s key to your relationship with your financial advisor....
How Your Financial Advisor Can Help You Grow Instead of Mold
Most people are familiar with the quote “When you stop growing you start dying” by influential author William S. Burroughs. This is a quote that I’ve lived my life by, though I tend to tweak it a bit and switch out ‘dying’ with ‘molding’. When you’re not constantly...
How to Tell Your Financial Planner It’s Over
We’ve all experienced that awful feeling of knowing we’re in the wrong relationship and that we need to end it as soon as possible. Though most of us have been in that position in a romantic relationship, it can be just as difficult to go through this with a...