Wednesday, April 22, 2015
Friday, January 16, 2015
Financial Planning Quiz from the American College
The American College recently did some research into the minds of wallets of people preparing for retirement. Here's a quiz they prepared to test your knowledge about financial planning topics. I took it and missed a few (some of them are tricky, I'm warnning you!). Take a look. There are 38 questions.
American College Quiz
American College Quiz
Sunday, January 4, 2015
Four Reasons to Look Beyond the S&P500 for your Investments
Here's an <8min. video presentation on my thoughts as to why investors ought to include other investments beyond just the S&P500 index fund. Here's a link to the slide deck for your reference. I hope this is helpful and I welcome any feedback. Thanks in advance!
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