Empathy is an important characteristic for a financial advisor, and as I talk to people about their financial concerns, I find myself worrying for them about those things too. Like when a business owner I work with told me if things don’t pick up in a few months they’ll have to close their doors, or when a client loses their job in a “resource action.”
When my kids were little we watched a lot of SpongeBob SquarePants—so much so that my now 18-year-old still calls up references to it in everyday conversation. SpongeBob aficionados will get this reference.
One thing Republicans and Democrats generally agree upon is the importance of avoiding interference with central bank policy.
Something we tell all prospective clients is we will never ask you to break something so we can fix it because our experience lends to a good understanding of the cause and effect of doing so.
Labor Day is a creation of the labor movement dedicated to the social and economic achievements of American workers. It’s a yearly tribute to the contributions workers have made to the economic strength and defense of our country.
They say every prognosticator is eventually right, and I’m starting to feel like it might be my moment. But it’s a moment I never wanted to come, and it does not feel good.
Last week at QLC we hired a new Associate Financial Advisor, Alison Davis.
I’ve been reminded a few times this week of how little there is in the way of investment opportunity in the current marketplace, and that we are drowning in a sea of cash.
Recently I read an article about…
Recently CBS Sunday Morning published a story on the idea of automating the preparation of our tax returns. This is not a new idea. I hope it never becomes law.
Sunday Morning interviewed a Stanford professor…
RMD. If you’re seventy years old, or near it, or you have inherited an IRA from someone, you have probably heard this acronym. Most retirees have some basic understanding that they need to take money out of their pre-tax retirement accounts at age seventy and a half.