CATEGORY
Thank you for a wonderful conversation, Elisa. ABOUT THE EPISODE What advice has value? Do you know why you seek advice? Perhaps some of the advice we get, especially in the financial industry, may not be accurate. There is so much that we don’t know. Predicting the future is a tough thing. Perhaps predictions are …
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...What defines an excellent financial advisor? If you asked five different people, you’d likely get five different answers. However, when you ask thousands of people, clear trends emerge. Much like Dimensional Fund’s survey of 19,000 investors, these shared attributes give us a pretty clear idea of what separates a truly effective advisor from the rest. …
When we are little, all our worldly possessions fit inside a single box. As we grow up, we acquire more things… and need more boxes. As we complete our educations and launch into our careers, we begin a march towards ever-increasing financial complexity… And we continue to need more boxes. At some point, you may …
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