Like most folks, when I meet people for the first time, a question that typically comes up is, “So, what do you do for a living?” In my case, I’m a financial advisor and most people already have an idea of what a financial advisor does for their clients. But most people are dead wrong,… Read More
Why You Need a Financial Advisor
Most people hire a plumber to help them with plumbing issues, a lawyer to help them with legal issues, and a doctor to help them with medical issues. So, why don’t more people turn to a financial advisor for financial help? I think it’s mainly because of two reasons and in this two part series… Read More
How to Plan the Perfect Vacation
Have you ever returned home from a vacation, only to feel like you need a vacation from your vacation? Or maybe you came home and regretted spending too much money (or too little!) on your vacation? I’ve experienced both of these feelings in the past, but you can avoid them as long as you follow… Read More
What Fashion Can Teach You About Investing
Occasionally, I’ll come across an article that I like to pass along to clients, prospective clients, and readers of this blog. This is one of those times. Jim Parker, Vice President over at Dimensional Fund Advisors (one of SageOak’s investment partners), writes a regular column called Outside the Flags. In this month’s column, he talks… Read More
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