Not too long ago, I attended the American Institute of Certified Public Accountants (AICPA) Advanced Personal Financial Planning conference. Mitch… Read more »
Posts Tagged: Waller Financial Planning Group
How To Think Like A Financial Advisor When Playing Roulette
When our financial advisor played Roulette for the first time, he started considering biases.
Make A Difference Day At Waller Financial
Every year our firm celebrates Make a Difference day. We volunteer at a local organization so we can give back to our community.
Legacy Press Winter 2014
Waller Financial’s Legacy Press provides investment advice and updated news in our offices.