Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

I had the opportunity to review Mike Piper’s newest book, “Oblivious Investing: Building Wealth by Ignoring the Noise.*”  Mike is the author of a great blog of the same name, Oblivious Investing. The book follows conversations between Shannon, the investing newbie and her wise Uncle Toby.  Every conversation they have starts with small talk andContinue Reading

An Introduction to Trusts

An Introduction to Trusts

Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple.  Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way to thinkContinue Reading