In mid September I attended the XY Planning Network 2015 Conference in Charlotte. This was my first conference experience since Logan was born and I was looking forward to being able to attend, but I wasn’t quite prepared for the impact it would have on me. The conference had a positive impact in several areas of …
Monthly Archives: October 2015
Market Awareness
I am going to make a bold promise. I promise to never send you an urgent newsletter or blog post about a bad day or possibly even week in the stock market. As a financial planner, one of my goals is to help investors build diversified investment portfolios. A diversified portfolio will more than likely underperform …