Author: devo

“Be fearful when others are greedy and greedy when others are fearful.” This timeless advice from Warren Buffett is often quoted in the world of finance, yet it’s one of the hardest principles for clients to embrace.

In the realm of financial services, it is widely acknowledged that many financial advisors are approaching retirement age, with a sparse representation from younger demographics.

The allure of making a fortune in the stock market is a dream shared by many, yet the path to such success is often clouded by get-rich-quick schemes and promises of easy wealth.

Benjamin Franklin’s timeless wisdom – “Nothing is certain but death and taxes” – resonates profoundly in the medical profession. As a physician, you are accustomed to confronting both.

Whether you are just donning your white coat or have been in the medical field for more years than you would like to count, retirement planning should be a priority.

As you begin your medical career, there is lots of excitement and maybe a little anxiety. There are so many new things to learn in this chapter.

I recently visited a car dealership with my nephew for his new truck. After some back and forth, we found the one that interested him.

In personal finance, cash has long been considered a safe haven, offering liquidity and the peace of mind of having a warm and cozy financial safety blanket.

Most everyone I speak with has in some form or fashion visualized retirement, the land of mojitos, beaches, and golf. Few andfar between of those daydreaming about retirement have crunched the numbers and planned for retirement.