Oct 7, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
✅ Have you ever visited a financial professional’s website only to discover they have an asset minimum? 📊 What is an asset minimum?! 💵 You have to have how much money to work with them?! Yikes! 🚪 Is this a legitimate reason to work with someone or just a...
Oct 5, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
👍 Have you ever entrusted your money and investments to a financial professional? 🤯 Do you know how to recognize conflicts of interest? 🤔 Do you have a way of telling if a recommended investment or product is actually appropriate for 𝐲𝐨𝐮 and in 𝐲𝐨𝐮𝐫 best interests? 🤗...
Oct 2, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
Have you ever wondered how financial professionals are paid? (wait, they make money?!) There are three main ways! Fee-only. Fee-based. Commissions. Wondering which one is appropriate for you?! Tune in as we breakdown each form of compensation and help you identify...
Aug 13, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
In this series, we address some of the internet’s most popular suggestions when it comes to your money and what you should do. Before we get started, these videos are intended for educational purposes only and should not be considered investment, legal, or tax...
Aug 12, 2020 | Andrea Vaioli, Investment Management, Money Stress, Retirement Plan
Investopedia defines a stock (also known as equity) as a security that represents the ownership of a fraction of a corporation. This entitles the owner of the stock to a proportion of the corporation’s assets and profits equal to how much stock they own. Units...
Aug 10, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money,...
