“Personality traits have nothing to do with competence or integrity. Investors should not trust a friendly advisor to the exclusion of performing an objective evaluation process.”
“Whenever possible, you want to pay planners a fee for their knowledge and services. After all, that's how you pay other professionals. Plus, you want to know what services you will receive and how often you will be able to meet with them.”
“If you found turkeys last year, you'll likely find them in the same place this spring. Things are beginning to green up and turkeys are starting to hang out in those open areas.”
