Growth Gets Personal
An introduction to the personal growth section of my blog in which I share my story. I also briefly discuss the idea of Sisu and studying the Four Agreements.
personal experience
Benefits of Switching Brokerages
I discuss my experience of opening up an IRA with TD Ameritrade and transferring my IRA to that brokerage from Edward Jones. I also cover my experience opening up a Trust account with E*Trade and transferring my assets from my other accounts at Edward Jones into my new account at E*Trade. I compare the new account promotions and the platforms.
Learning From Financial Mistakes
Lessons learned from using a Financial Advisor. Discussion of the downside to using a Guided Solutions account with Edward Jones – high fees!