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Join date: Jan 12, 2021
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Aug 20, 2021
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8 min
Mindset: Planning First
Are you letting yourself down when it comes to financial planning? Most of my prospective clients know where they stand with investments....
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Aug 12, 2021
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5 min
Investing 101: ETFs
Exchange-traded funds. ETFs. Even if you don’t know all there is to know about ETFs already you’ve almost certainly heard the term. Let’s...
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Aug 5, 2021
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3 min
Investing 101: Concentrated Positions
Okay, you’ve come into a situation where one of your positions way outweighs the others. Maybe it did spectacularly well the last couple...
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Daniel Sullivan, Advisor & VP
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