2018 Financial To-Do List

With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

As institutional portfolios are increasingly made up of more complex and diverse investments, the tools used to analyze and select strategies must offer increasingly sophisticated analyses.

Your ultimate goal in your business and your career is to earn as much money as possible and to achieve financial independence. All profit, all financial success in our society comes from “adding value” of some kind. When you add value, you put yourself into a position to capture some of that value in the form of increased income, profit or dividends.