The Answer Should Be "NO!"

That conversation is one I'll never forget. "Son," he said with a slight chuckle, "In this business, there are three people that need to make money.  The home office, the financial advisor, and the client. But listen, two out of three ain't bad." I wa...

5 Lessons I Learned from Market Declines

In my career as a financial advisor, I've made a few mistakes. The biggest? Not being more convincing to my clients that they should stay invested in rough markets. I became a licensed financial advisor in early 2003. People were still really skittish over...
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