Since 1986, when I started as a financial advisor, I have heard many people say they don’t really need an advisor, or they don’t think the money they might pay an advisor is worth the cost. Well one of the reasons we believe that most people should use a financial advisor is investor performance. A [...]
We had a wonderful morning at the Carlsbad Chamber of Commerce First Friday Breakfast. Art Barter, Servant Leadership was an amazing speaker.