From stocks and bonds to taxes and retirement plans, the world of finance can be a sea of confusion! First, it means understanding a whole new language. Then the government provides another layer of confusion, called regulations. Our lives are full to the brim with work, family, and community - in other words, we are busy!
When you come into my office, my white board is front and center. That means I'm ready to teach. It is my profound belief that an educated investor is a better investor. Educating you is the most prudent and sound way I can find to immerse you in the world of finance. Education helps you make better-informed and more conscious decisions with your money. Remember, investing is a financial exercise, and like any other exercise, you should plan to do it every day for the rest of your life!