Know Thyself, Then Plan

Know Thyself, Then Plan

When I first began working as a financial advisor, I was convinced the correct answers were in the numbers. Put together a plan, determine a savings rate, hang on through the ups and downs of the market and voila – success! I was as naive as those economists who...
Advice from a Recovering Know-it-All

Advice from a Recovering Know-it-All

Years ago, my girlfriend – and now wife – pointed out that from time-to-time, I could come across as a bit of a know-it-all. I asked for a few examples which she had helpfully cataloged, and from that point forward I worked on *not* coming across that way....