A strong financial system offers everyone a chance to improve their standard of living—and it is an alluring campaign promise. Throughout history, the dream of economic prosperity for all has been used across the political spectrum. Regimes known for repression or draconian social laws have been no exception.
Deciding when to retire dictates the rest of your life.
Donations—whether through direct cash, trusts, or assets—stem from something more than money.
As a financial advisor, I consider policies, not politics. And with President Trump elected to his second term, it was important to dive into his stated economic policy directions.
It’s hard to place exactly when the idea of owning individual stocks first appeared feasible to the everyday man. But it’s easy to see the appeal, especially when looking at the returns of game-changing companies.