5,300 Wells Fargo employees fired over 2 million phony accounts – how can you avoid becoming one of these victims?

By | Early retirement, Investments, Planning, Real Estate, Retire Early, Retirement, Taxes | No Comments

The recently announced Wells Fargo fraud scandal brings to light the importance of investing with a Fiduciary. Working with captive sales agents can lead to misaligned incentives between customer and sales rep. Let me explain what happened here. Companies like Wells Fargo have great people who work for them. I…

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Market Update May 31, 2016

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Weekly Financial Market Update —May 31, 2016 The summary below is provided for educational purposes only. If you have any thoughts or would like to discuss any other matters, please feel free to contact me.   Where Have All the Bulls Gone? Every week since 1987, the American Association of…

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Market Update – April 18, 2016

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Weekly Financial Market Update —April 18, 2016 The summary below is provided for educational purposes only. If you have any thoughts or would like to discuss any other matters, please feel free to reach out to me. Baseball and the Economy Baseball season is just getting underway. For many, it’s…

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