Investments do not revolve around instant riches or instant wealth. Instant gratification is not your friend and ally in these ventures. You’ve sometimes heard the phrase, “It’s a marathon; not a sprint” in terms of investing, because that’s the reality.
Thoreau said: “Simplicity, simplicity, simplicity! I say, let your affairs be as two or three, and not a hundred or a thousand; instead of a million, count half a dozen, and keep your accounts on your thumb nail.”
Whether it’s with an agent, planner or advisor, meeting the person who is going to help you with your financial future can be intimidating. This is especially relevant when it seems you are barely treading water in the uncertain and tumultuous ocean we call our current economy.
What to Expect When You Meet a Financial Advisor the First Time Read More »
