Investing At Ground Zero Calculating Your MM Factor

When I talk with clients about financial planning, one of the more difficult areas is money management. Is your money manager doing a good job? If you are looking for a new one, how will you select the right one? They often reply, yes, we have been with the same person a long time and really don’t want to change! To be clear, we are talking money management here–not other aspects of financial planning such as income tax,...