Sublime

I've worked with 3 different private wealth managers over the past 5 years, including @GoldmanSachs. To date, I can say that: A. They have provided virtually no value in growing my net worth. They promise access to exclusive investment opportunities, but the... See more

As a financial planner working with high net worth 30-50 year olds, I find blind spots in everyone's financial life Many people get the basics right yet miss critical aspects of their financial planning Here are the 5 most common blind spots I see so you can avoid them:

“People are careful with their money when they buy a refrigerator or plane ticket. But they hear about a stock on a bus and they'll put 5k, 10k behind it," Peter Lynch has said. https://t.co/m2tq2G146B