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Fifteen Minute Financial Advisor

Jun 25, 2019

PricewatershouseCoopers, or PwC, has released their 2019 Employee Financial Wellness survey and the results are equal parts stunning, unsurprising, and downright alarming. This week, we're taking a look at some of the numbers as we begin an exploration into the survey results and try to come up with a few ways to...

Jun 18, 2019

Financial planning means considering things that you can expect will happen, AND preparing for the unexpected. This week, we discuss possibly contingencies for when your long term strategy is interrupted, whether you expect the interruption or not. 


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Jun 11, 2019

Tobias Carlisle needs no introduction in the finance world. A staple of FinTwit, and a generous, wise and thorough individual, Tobias has written at least four books, maintains a website with free screening tools using his Acquirer's Multiple, great blog, and a star-studded podcast. Not to mention a recently launched...

Jun 4, 2019

I don't know where or why "beating the market" became a thing for real people. Portfolio Managers? Sure. But most of us just want our savings to grow at a reasonable rate. The capital markets have averaged far better than the average investor. And that's what we're talking about this week. Don't let outside influences...