My Own Calling

December 8, 2008

As I started my career as a financial advisor in late 1997, I had a few offers, of which American Express Financial Advisors seemed the best.  They competently taught the ins and outs of traditional financial planning.  And, for a few years, I taught and managed my clients using these traditional principles. But it wasn’t long before I realized that what I was teaching and implementing – though true in the traditional sense – actuality wasn’t.  Money and math work very differently.  And yet most financial planning advice given in this country is based purely on math, and never works the way it’s advertised in real life. Read the rest of this entry »