Big Picture, Financial Planning, Millennials

6 Stories of Mistakes People Made Before They Started Working With A Financial Planner

Mistakes can be so costly when it comes to your personal finances. The problem is that most are not intentional, they come from a lack of information or from bad information in general. In this blog post, we are going to look at 5 real life examples of mistakes people were making before they became our client. The interesting part…

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Financial Planning, Millennials

8 Mind Blowing Stats Around Personal Finance and Investing That Will Change How You Handle Your Own Finances

1. “Only 42% of stocks over their entire lifetimes provide a higher return than one-month Treasuries, and more than half provide negative lifetime returns” Think about this, 1 of every 2 stocks has a negative return. Yet, most people think they can pick the winners from reading a couple blog posts or scanning through twitter. It’s not that easy. This…

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