Tags » Financial Planning

How to recognize a bad financial advisor

You are looking for a financial advisor, but you are not sure who to trust? Please read the below tips about how to recognize an egocentric advisor who is not working in your best interests. 453 more words

Tips / Inspiration

Past Imperfect - #55

During the Christmas party at the Wee Republicans Country Club, the little urchins tried to behave themselves. But they really just wanted the old man to stop talking and start handing out the tax shelters and regulatory loopholes they had requested on their wish lists…


Some More on Sectors

How I Stumbled Upon Sectors

With investing, I try to think in terms of the big picture. I find it useful to be aware of the moving parts within this picture.  1,116 more words


Pedro Antelo

Highly accomplished in the financial industry, Pedro Antelo has spent the past two decades honing his skills. He began his career as an auditor for Moore & Stephens, and three years later, he joined Portugal Telecom International as its group financial controller. 69 more words


Tax code changes in 2017, how will they impact you?

Dear Mr. Market:

You’ve posted some very impressive performance since Donald Trump’s victory in the recent presidential election. While the debate will continue in regards to what changes will take place with the new regime in Washington D.C., individuals are contemplating how they will be impacted. 878 more words

Financial Planning

Get Started With Planning

Any other planner lovers out there get the side eye when you talk about how glorious your planner is to you?  You’re not alone!  While I know planning and organizing isn’t for everyone, I really like to think that it could help many people in so many ways.   353 more words