It’s Time to Make Your Bucket Plan!
The Bucket Plan® Best Interest Process, a three-bucket approach to segment money based on purpose and time horizon.
The Bucket Plan® Best Interest Process, a three-bucket approach to segment money based on purpose and time horizon.
A lot like a Monday Night Football game between bitter rivals, the age old debate of Active vs Passive gets people excited. Should we actively pick stocks, or passively follow an index?
These days, it seems like everyone is in the business of offering financial advice; Banks, Accountants, Attorneys, and Insurance companies, just to name a few. Most people have no idea on how to differentiate between these choices and where to get good advice. So where’s a consumer to start? A good foundation is understanding ‘Suitability’ vs. ‘Fiduciary’ Advice.
Our Chief Compliance Officer James Comblo recently spoke with Casey Stubbs the founder of Finance and Markets about some of the best personal finance tips. The article is packed with great advice from James as well as other experts, check it out!
James Comblo spoke to Brian O'Connell about diving deeper and identifying client emotions, and searching for the underlying reasons that are causing pain or stress for a client. Check it out!