There are some interesting quirks about one of the top-selling personal-finance books of the past five years. “The Psychology of Money” is about investing, but it doesn’t discuss asset allocation…
Tag: investment advice
Here’s a simple way to help teach your kids complex financial lessons
When I was in my late teens, my mother gave me two worn blue passport-sized notebooks containing the details of my investment accounts on deposit. I had no idea what…
When you know it’s time and how to make the change
Some relationships just don’t work. This sad truth applies to spouses, friends, business associates and financial advisors. Chances are you’ve embarked on a new relationship with an advisor with high…
Five lessons you can learn from mistakes made by personal finance experts
This article is reproduced with permission from NerdWallet. The investment information provided on this page is for educational purposes only. NerdWallet does not provide advisory or brokerage services, and does…
He wasn’t supposed to live past age 2. Now he’s a 40-year-old financial planner: ‘Working in investments was all I ever wanted to do.’
Jonathan Greeson was born with spinal muscular atrophy, a type of muscular dystrophy. Doctors told his parents that he wouldn’t live past the age of 2. Today, Greeson is a 40-year-old financial planner…