August 2023

Can you imagine a financial advisor getting you into an investment — say, a mutual fund — and telling you not to ask about it, or even check on its performance, for the next five years? You would likely balk at such a suggestion and insist that you’d be able to review your investment at least once a year, or even more frequently.

Now, I’m not a fina...

When you find a professional you trust, you want to get as much value from that person as possible. That is especially true if that professional provides excellent service.

That’s why you don’t get your lawncare done by a great contractor only once.

That’s why you don’t hire a fantastic investment advisor and use them for just one transaction.

That’s...