I’ve been a leader and innovator of the financial services industry for almost two decades, as a stockbroker from 1997 – 2007 and as a financial advisor from 2008.
Managing money comes down to basic psychology-understand how it works, know what you want it for and consistently apply the key principles to get the most out of it.
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”
~Benjamin Graham
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