January 2017

Every year people from all over the country and the world, travel to Omaha to attend the annual Berkshire Hathaway shareholder’s meeting.   In this post I’m going to share some of what I learned.  Here are my best tips if you’re thinking of going.Make Your Plans Far in AdvanceThe shareholder meeting always takes place the weekend before Mother’s Day weekend. ...

Maybe you’re thinking about investing with a robo-advisor or are even using one already.   While the idea in principle sounds good, there are some important risks to think about if you’re considering using an online robo-advisor platform.  In this post I’m going to talk about where robo-advice falls short.1 - No Real Financial PlanningDuring the signup process, nearly all robo-advisors...

If you have been working with an advisor for some time, you have probably become used to the high fees and conflicts of interest without even realizing it.In this post, I’m going to talk about bad advisor behavior to watch out for.1 - High FeesIf your current advisor is charging based on a percentage of your assets of 1% or...