Most people hire a plumber to help them with plumbing issues, a lawyer to help them with legal issues, and a doctor to help them with medical issues. So, why don’t more people turn to a financial advisor for financial help? I think it’s mainly because of two reasons and in this two part series… Read More
How to Plan the Perfect Vacation
Have you ever returned home from a vacation, only to feel like you need a vacation from your vacation? Or maybe you came home and regretted spending too much money (or too little!) on your vacation? I’ve experienced both of these feelings in the past, but you can avoid them as long as you follow… Read More
What Fashion Can Teach You About Investing
Occasionally, I’ll come across an article that I like to pass along to clients, prospective clients, and readers of this blog. This is one of those times. Jim Parker, Vice President over at Dimensional Fund Advisors (one of SageOak’s investment partners), writes a regular column called Outside the Flags. In this month’s column, he talks… Read More
Here’s a Quick Way to Save Time and Be More Productive
If you’ve read this blog for any length of time, you know that I talk a lot about stewardship. I believe we’re called to be good stewards of our time, as well as our money. Even if you don’t agree though, I’m sure you’d like to find a way to save time and add a… Read More
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