“We asked a palm reader and a financial adviser how to handle our money” in Market Watch
While we don’t necessarily agree with the writer’s conclusion we are happy to have been used as a source. “We asked a palm reader and a financial adviser how to handle our money.” Written by Priya Anand Market Watch
Read ArticleThe Morgan Report 2014 Q2: Hunger Games
Several weeks ago, I decided to go without food for four days–a rejuvenating fast. The last time I did this was in my early 20s for Survival, Evasion, Resistance, and Escape (SERE) training in the Navy and it was not voluntary. I’ll reference Wikipedia, as much of the things taught were classified: “Most higher level […]
Read ArticleThe Ins and Outs of Real Estate – Radio Show
Wall Street Journal – “Five Popular – but Dangerous – Investments for Individuals” – Christopher Van Slyke
Christopher Van Slyke is quoted in the Wall Street Journal again this week: Five Popular – but Dangerous – Investments for Individuals
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The Ins and Outs of 529 Education Funding Plans July 12th, at 1:00pm. Christopher, Morgan, and Scott discuss the ins and outs of 529 education funding plans. An educated parent will be better equipped to give their children opportunities for their future. Help get your child’s future off to a great start by tuning in […]
Read ArticleOne Illness Away From Disaster
By Allison Reed It can be exciting to run a solo financial planning practice, but there are some significant downsides to going it alone. What would happen to your practice if you passed away or became disabled? How would your family be affected? And what about your clients? I don’t want to be overly dramatic, […]
Read ArticleRetirement Plans for Business Owners- Radio Show
Retirement Plans for Business Owners June 18th, at 1:00pm. Morgan and Scott talk about retirement plans for business owners. Think it’s just “plug and play”? Think again. Business owners can be held personally liable for problems with their plans. Gain insight into how to best select, compare, and manage your company retirement plan.
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Surely you’re familiar with the saying, “the grass is always greener on the other side.” When I started my career as a financial planner at a large firm, I quickly became disenchanted with all the bureaucracy; what seemed “greener” to me was setting up my own shop—so I didn’t have to deal with a boss, […]
Read ArticleEric’s Story: Can You Relate?
Operating as a sole proprietor works well in many industries, but it may not be ideal for financial planners. Lacking the support of a team, most advisors who are solopreneurs hit the wall at some point and must decide between two options if they wish to get to the next level: building up their own […]
Read ArticleDo You Really Have Equity in Your Business?
Anyone who owns a home is familiar with the benefits of amassing as much equity as possible; you want to have a large gap between what you owe and what your home is worth when it’s time to sell—so you can pocket the proceeds. The same concept is applicable when it comes to your business. […]
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