The best way to get ahead in the world is through hard work, diligence, sweat and toil. Right? When looking at the habits of top-flight athletes, there were some similarities to working on your finances.
Posts By: Jason Farris, CFP®,CAP®
Get It Right The First Time: 3 Items To Consider Before Opening A Bank Account
Our partner, Jason Farris, recently opened a bank account for his four-year-old son. This opened a few questions like how should it be titled? Jason discusses a few items to consider before opening a bank account.
Think Like A Financial Advisor: Callan Periodic Table of Investment Returns
Did you know financial planners have their own periodic table? It shows the importance of diversification across various asset classes. Jason Farris discusses what the periodic table of investment returns is and why it would be beneficial to review it every year.
Tax Opportunities Before Year-End
Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, can be costly and even punitive.
5 Questions To Ask Yourself When Interviewing An Advisor
For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Whether it’s your first time interviewing a financial planner, or exploring your options to see if there is a better fit, it can be daunting. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.
