Am I Okay?
The most common questions I get from clients and friends are – Hey Jared- Is it okay that I do this? Is it okay that I buy this? Give it to me straight, if I do this am I going […]
Retirement Savings VS College Savings- The Ultimate Decision
Saving for Retirement & Child’s Education You want to retire comfortably when the time comes. You also want to help your child go to college. But only have $1 at the end of the month… So how do you juggle […]
Should You Invest in Stocks or Mutual Funds?
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I Invest in Mutual Funds or […]
A Call To Arms!
Financial Planners Unite! The World Needs Us! I recently read a study done by the Harvard Business review where they tracked the spending habits of 235 U.S households for a year. Their findings were not surprising. These 235 households had […]
Portfolio Risk
What Is Risky to You? In financial planning, not saving enough money to accomplish your goals is the biggest risk you can take. Thinking that things will just work out and money will fall like manna from heaven is not […]
