Search Results for: questions to ask a financial advisor

Investing Family Money Can Be A Stressful Full-Time Job

I finally understand why I haven’t been able to shake the niggling stress I’ve been feeling lately. Despite writing less, doing fewer business deals, and exercising more, I still feel this gnawing pressure because I’m responsible for investing my immediate family’s money. When you invest family money, family money always feels more important compared to […]

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Evaluate Real Estate Investment Opportunities Using: Who, What, When

Real estate investment opportunities are available in all types of markets. It just so happens we are in one of the strongest real estate bull markets ever. As someone who believes the housing market will continue to stay strong for several more years, I’ve purposefully positioned ~40% of my net worth in real estate. However,

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Personal Capital vs Wealthfront: Which App Should You Use To Retire?

In the financial technology (Fintech) industry, two applications continue to stand as the powerhouses: Personal Capital and Wealthfront. Both aim to install simplicity into wealth management. Both are accessible from anywhere in the world that has an Internet connection. This post compares Personal Capital vs Wealthfront for your retirement needs. Personal Capital vs Wealthfront In

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