OUR WEALTH MANAGEMENT BLOG
Client Survey Unedited Results
MARGIN's clients participated in an NPS Survey– here are the unedited results. ——————————————————————————- How do you trust words that sound too good to be true? You read them for yourself. You’re more likely to walk into a place if it has windows for you to peak...
Just Markets, Plain and Simple
Misinformation ≠ Education I used to think markets commentary wasn't a good use of time for our clients. But, with so much profit conflicted "education," I've had enough. "Vending machines don't belong in monasteries. So, I created this video as a sacred place to talk...
AMA: Retiring at 40 & traveling the world full-time
AMA: Retiring at 40 & traveling the world full-time No, it’s not some fairytale, it’s a reality for more and more people. Including my friends Eric and Katie. I’ve been intrigued with early financial independence and traveling the world before 40. So, I found...
FREE Exercise: Find What REALLY Keeps You From Achieving Your Financial Goals.
Because do you really care about saving taxes or making more money if you can never BE, DO, OR have what you want in life? Sorry, what’s the point? Remember. YOU had a dream...Remember the moment? Then... Doubt. Resistance...Stephen King scary...
2021 Road Map – Getting Better – For Our Clients
“Less than half (47%) of the Fortune 500 companies spent anything substantial on R&D, in 2018” While they may be profitable...these companies are at the greatest risk from new competitors, startups, changing customer demands and market shifts.” Top 1000 companies...
MARGIN – 2020 Client Successes
2020 - Year Two: Surviving To Thriving Let me catch you up From 2018 to 2019, cease and desist (ex-employer) lawsuits hit my door-step as I was brining our Thanksgiving turkey; old clients who referred to me as their “son” stopped answering my calls; immediate family...
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Fidelity Target-Date Funds Take $100k+ in Returns
Fidelity Target-Date Funds Take $100k+ in Returns Hiding in Plain Sight: Expensive Defaulted Target-Date FundsBelow are two client examples. Each Fidelity 401(k) Target Date Fund ranged in internal fees from 0.55% to 1.00% (e.g., expense ratios). Instead of clients...
April 2022 – Just Markets: Economic and Capital Markets Update
Spring 2022 Market Commentary - Just markets. Just Us. A lot has changed. So, are we undergoing many long-term regime changes, or are these just short-term trends? From interest rates and inflation, to housing and technology stocks, what’s happening in your...
Client Survey Unedited Results
MARGIN's clients participated in an NPS Survey– here are the unedited results. ——————————————————————————- How do you trust words that sound too good to be true? You read them for yourself. You’re more likely to walk into a place if it has windows for you to peak...
Just Markets, Plain and Simple
Misinformation ≠ Education I used to think markets commentary wasn't a good use of time for our clients. But, with so much profit conflicted "education," I've had enough. "Vending machines don't belong in monasteries. So, I created this video as a sacred place to talk...
AMA: Retiring at 40 & traveling the world full-time
AMA: Retiring at 40 & traveling the world full-time No, it’s not some fairytale, it’s a reality for more and more people. Including my friends Eric and Katie. I’ve been intrigued with early financial independence and traveling the world before 40. So, I found...
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