Paul shares three examples of conversations where clients were operating with some old information about their financial situation and were looking for advice. In those situations, you can either tell clients what you think they should do or empower them to learn about finances and make a decision that feels best for them. Listen along as Paul shares some common misconceptions investors face and why you want an advisor who teaches you how to think through your own decisions.
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Today, Paul and Evan talk about the catastrophic drop in Bitcoin’s value and why Bitcoin traders keep digging their heels in, hoping
This week, Paul has been methodically taking you through the basic principles of building a portfolio that will help you reach your
When we discuss investing in the stock market, most people think of investing in individual stocks. Paul shares that the returns with
