When I read some of the rules for speaking and writing the English language correctly—as that a sentence must never end with a particle—and perceive how implicitly even the learned obey it, I think: “Any fool can make a rule, And any fool will mind it.”...
So…What do you actually do for me? Before I launched MARGIN almost two years ago, an obsessive quest began: What were my peers really delivering to clients? Not just their marketed online services. Not just the lip service of their pitches. Not just their portfolio...
Welcome back! I haven’t written you in a while, but I promise there’s a few good reasons: As you see, we’ve revamped our site! Check out our new complexity based flat- fee structure (for current clients, nothing is changing for now). We’ve also...
“Dad, why is college going to cost me $160,000 when I’m older.” – My 10-year-old Is 4-years of college with a mortgage of debt the best path to equip our kids to be financially successful? An investment, or a hasty middle-class checkbox? I was...
“Here is natural instinct and here is control. You are to combine the two in harmony, now if you have one to the extreme, you will be very unscientific. If you have another to the extreme, you will all of a sudden be a mechanical man, no longer a human being. It...
<![CDATA[ “He’s just another used car salesman.” “They charge 1% and do nothing.” As an analyst, I was the biggest skeptic, and card-carrying member of the advisors don’t add any value club. Yes. Me. Yours. Truly. The practicing financial planner. Let’s back...