My journey to become a Financial Planner began after my father died and my mother moved to Florida. My mom was appalled at the treatment her...
Warren began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in...
Everybody is trying to get an edge on the market and predict what it will do leading up to and after the election in November. Like many advisers, I’m getting questions from clients like this: “What does the upcoming election mean for my portfolio? What happens if the Democrats win? Are my taxes going up?
If we see each other in late December, you might want to wish me a happy birthday but today’s message is meant for ‘the other Warren’ in the investment world, Warren Buffett. He turned 90 a couple of weeks ago.
Last week I wrote about the idea that a bubble might be forming in the stock market. This week I’d like to delve into some of the reasons I’m concerned.
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