Getting more conservative with your investments as you age is a rule of thumb. But it doesn’t always make sense — especially when interest rates are historically low.
How can you properly plan for your retirement when “common knowledge” can wreck all your retirement plans?… READ MORE
If you’re not growing, you’re dying. Yet too often, entrepreneurs grow their skills — but not their business.
Here’s what I mean:
As you evolve your skills, you also need to evolve your client avatars and language you use.… READ MORE
It’s fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets.
In contrast, tax planning is boring. But it’s an exciting marketing opportunity for financial advisors:
If you’re touting your favorite stocks, bonds and funds, you’re like any other advisor.… READ MORE
As an entrepreneur, an email list is your most valuable asset. It drives your sales and builds trust.
And while most people focus on the size of their social media following, that can be lost in an instant.… READ MORE
You know that a good investment makes you money. But most of us have a hard time understanding what makes for a good investment. We often lose money and our investment becomes a liability.
But what if you could identify an investment opportunity that makes you money each month?… READ MORE
In sports, defense wins championships. And in retirement investing, diversification wins exotic vacations and a fulfilling retirement.
When you’re young, you have room to play offense and take risks.… READ MORE
Bonds, stocks, put options, call options, cryptocurrency, derivatives – there are thousands of ways to invest your money.
Understanding how all of these work is a full-time career. But you shouldn’t invest in something you don’t understand. … READ MORE
Most people avoid hard work. They want instant results and see anything else as a waste of time.
But there’s no substitute for becoming better. And becoming better starts with a work ethic that never stops. … READ MORE
Many ancient stories include battling a dragon before winning the riches. And so it is with life.
On your journey, you will come across several dragons you must slay to become wealthy. But most people shy away from it and instead live a life they hate.… READ MORE