Your Old Tax Returns Could Save You Thousands
I’ve talked before about how most financial advisors don’t actually do tax planning… But what do I really mean by…
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This Would be a Brutally Honest Sales Pitch
Here’s a good wealth advisors brutally honest sales pitch: “I’m going to have you keep pace with the market every…
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The Wolf of Wealth Advisory
Ever seen the movie The Wolf of Wall Street? Even if you haven’t, you probably know the plot. Guy on…
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The Financial Industry is Just Big Pharma in Nicer Suits
I know that sounds harsh but: The financial industry is just Big Pharma in nicer suits. Think about how Big…
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AI is transforming our economy and not necessarily for the best.
It seems like everyday a new AI software pops up. It’s like the gold rush and the Wild West out…
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BoA Was Screwing Over its Own COO
I’ve always had this theory that if you see an employee of a restaurant eating at that restaurant, then it’s…
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I Quit One Month From My 20-Year Mark
For 19 years and 335 days, I worked for one of the best financial planning firms in the country. Now,…
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