Humanizing Investment Advice

Why is Money Talk Taboo?

As a society, we pay a very high price to keep silent about money.  Why is it that many Americans feel more comfortable talking about politics, taxes, death or religion? Our hangup about money conversations contribute to “50% of first marriages ending in divorce, 70% of families failing to successfully pass down their wealth to future…

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The Power and Importance of Humanizing Investment Advice

As seen in Kiplinger One thing I’ve learned while giving investment advice over the years is that it’s important to understand the person behind the portfolio. Just knowing what someone’s bottom line is — how much they’ve saved for retirement, where they’ve invested their money, how much risk they’re willing to tolerate — doesn’t tell…

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