This Is How It’s Done

Here’s the issue with the commercials: your information may be distributed to someone else, and not just one party. You will not be told this, the person on the phone will also not know.

Bert from GA read the book, researched for two years. We needed to resolve a piece of misinformation that he received from an employer (yikes). He knew enough to continue asking/challenging questions.

Complicated situation, complex preparation, but we will provide assurance and confidence, and then, make the execution clean so that you are accepted without concern. And then, you can get on with life.

Markets Relentlessly Choppy and Nervous

There is a silver lining to volatile markets. This doesn’t mean that you should be staring at your brokerage site. It simply means that you can get FAR BETTER information about your money when markets move in erratic ways.

Whenever I talk about investment strategy, I always ask, “tell me when you win, and when you lose.” Most of the time, I receive word salad. This is what we are trying to avoid. Again, there is always some risk involved. Different people will definitely want/require/want to avoid certain amounts of risk.

It’s like a stress test, and when markets move around erratically, you can get a far better sense of the risks you are running. That needs to fit your financial reality, and then your financial plan for the future. The advisory business is not built to address issues in this order, its #1 objective is to increase assets under management. Does that mean that they are doing anything illegal? No, of course not.

It is a common idea. The issue with all advisory businesses is that the rules and regulations deal with “how” the job is done. What we have here on Jae’s Corner is asking the first question: WHAT job should money be doing? From that answer, we can find solutions to meet that ‘job.’