How’s your money?

National Financial Planning Day (10/4)

Welcome to Q4.  You may think the market is rough these days, but I know a few folks who sleep like a baby over their portfolio.  They wake up and cry every hour.

I did have one advisor recently ask me “what’s my net worth”?
I told them they need better research, I don’t even own a net.

a warning sign for national financial day in October

Leave a comment