Info

7 Keys to Investing Success
7 Keys to Investing Success

7 Keys to Investing Success

By Stephen Brennan|2024-05-17T13:03:25-04:00May 13th, 2024|Info|

#1 Know Where You’re Going Yogi Berra famously quipped that if you don’t know where you’re going, you might end up somewhere else. The first key to successful investing is to figure out where you are and where you want to go. What is your current situation and what are your financial goals, short and long term? You may find [...]

7 Investment Scams, Tricks, and Fine Print to Beware
7 Investment Scams, Tricks, and Fine Print to Beware

7 Investment Scams, Tricks, and Fine Print to Beware

By Stephen Brennan|2024-05-10T10:00:28-04:00May 1st, 2024|Info|

#1 The Financial Advisor Bait and Switch There are hardworking, honest financial advisors. Then there are those who will do a bait and switch. The bait is the promise of low fees and costs. The dishonest advisor proclaims the low fee they will charge for their services. And the upfront fees are low. The switch is in what they end [...]