Broker Check

Common Opinions

  • Saving vs spending
  • Insurance premiums vs benefits
  • High cash balances vs low cash balances
  • Qualified money vs non-qualified money
  • Active investing vs passive investing
  • Pay off debt fast vs pay off debt slow
  • Traditional investing vs non-traditional investing
  • "4% rule" at retirement vs other options
  • Investment planning vs financial planning
  • Traditional planning vs true holistic planning