We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Have you ever felt overwhelmed by the number of tasks you have to accomplish on a daily basis? This week, Nick Pagano addresses this issue with a few basic steps that can increase your productivity.
This week Nick Pagano takes a look at some of the common problems that can have a big impact on your golden years.
This week Chad and Thad discuss HSA accounts and their benefits as investments
This week Nick Pagano talks about retirement and how it has changed over the years
This week Chad and Thad discuss the Sequence of Returns Risk and how it is present anytime there are cash flows in an investment portfolio.
This week Nick Pagano discusses the Client / Advisor relationship, and how continuous service is better than a short term relationship in times of financial need.
This week Nick Pagano elaborates about an interesting conversation he heard that unfortunately happens all too frequently.
Building wealth requires basic blocking and tackling: set goals, spend less than you make, save money, and protect against risk. It also helps to avoid making simple mistakes. Everyone makes mistakes with money, especially the very young. I don’t mean like when my 5 year old eats dimes. Besides, he’s done it so many times I have to believe it’s intentional at this point. I mean people in their 30’s. Fortunately, these folk have time on their side. It’s not too late for them correct small mistakes. So what do we see these people doing?
Nick Pagano continues his elaboration on the Four Horsemen of Finance with the Mistake Horseman.
Nick Pagano talks about the old 4 Horsemen tale and the financial equivalent in today's world