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Out With the Old Thumbnail

Out With the Old

There appears to be a revolution taking place with how you reach your financial goals.

It is all about focusing on the things you can control and ignoring the things you can’t.

It looks something like this.

All one has to do is look at the activity of financial institutions like Vanguard, Schwab, and Fidelity to see this revolution in action.

These financial institutions are driving the price of picking and trading stocks to zero, maybe because their clients are acknowledging there is no value in picking stocks.

These same institutions are aggressively building up their financial planning offerings. That is where the value is, and that is what their clients want.

Are you stuck in the old world, or are you embracing the new?

If your financial plan doesn't include these new world offerings, you need a better plan. Schedule a short call with me and let's chat about your strategy.

Also, have you registered for my new webinar, How Women Are Winning in Wealth? This webinar geared toward women will discuss how to incorporate our ground rules into your portfolio and your life. Capacity is limited - don't wait to join the conversation!