When I started my company in 2005, I had no idea that the business I started in my spare bedroom would expand to become the one it is today. The American Dream is a tale as old as democracy. Owning and operating your own business, and ensuring it’s a successful one, is the definition of the pursuit of happiness for many people, myself included. If you share that dream, how can you successfully climb your way to the top and become a prosperous entrepreneur?
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We have a client who decided to self-manage about half of his investment assets while we are investing the other half. He decided to do this for two reasons. First, he wanted to use a different system which he had read about. To us, it sounded something similar to Market Timing – being fully invested or all in cash, one or the other. The second reason is he had received comments from his accountant that they had never seen someone pay a financial advisor like us so much in fees. Over the last 18 months, we estimate this client has lost almost…
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