How To Choose Between Active and Passive Funds
Back in 2013, I didn’t really like my job at the Pentagon and was looking to do something else that would be more fulfilling. Personal Finance has always been important to me, and I was good at allocating my 401k, so I started researching what it would take to become a financial advisor. I still had […]
Understanding PGE Employee Benefits
Highlight of PGE Employee Benefits https://vimeo.com/503858286 PGE Stock Morningstar Report – Jan 2021 Download Schedule Your Complimentary Discovery Call To Discuss Your Financial Picture Disclosure This is just general information. This is not an offer to sell a security or advice to purchase a security. Please do you research before you make any changes with […]
Understanding Nike Employee Benefits
Highlight of Nike Employee Benefits Nike Stock Morningstar Report – Jan 2021 Download Schedule Your Complimentary Discovery Call To Discuss Your Financial Picture Disclosure This is just general information. This is not an offer to sell a security or advice to purchase a security. Please do you research before you make any changes with your […]
The Three Types of Financial Advisors
How I Became A Financial Advisor A big reason why I became a financial advisor is that I had to teach myself about investing, and was lucky enough to start a Roth IRA when I was 19 years old. Then I started up my Thrift Savings Plan while I was in the Marines at 20 […]
