Whiteboard Series

Whiteboard Series: An Investment Strategy Does Not A Financial Plan Make

I recently exchanged emails with a potential client and before we had a chance to talk about his personal situation he let me know he had talked to a couple of other “advisors” and was just going to focus on maxing out his 401(k) for the time being. Keep in mind, I don’t know if maxing out his 401(k) was the right recommendation, but I was left wondering if he actually received advice, or if he was kindly turned away with generic information because he was young and did not have money to manage?

I decided to share some of my thoughts…


Read More: The Reformed Broker: A Portfolio Is Not A Plan

RLS Wealth Management “Notes”: What Is A Financial Plan?

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.