Why Investing is Not Simple?
The public wants to hear a “jingle” that will make them money.
My History: How I grew up with a changing and growing industry.
What is happening in the market?
This was filmed in November of 2018 when it seemed as if rates were going to rise. Although the background information is good, interest rates have now declined. It illustrates how rapidly the outlook for the markets can change.
What are some misconceptions/problems people have when they invest? People tend to look for a simple solution and get emotionally involved in their portfolio.
What’s the difference between me and other advisors?
Why my clients have done really well.