Independence is great but it can be too much of a good thing if it means refusing to recognize that even lone wolves need a little help now and then.
Despite all of the talk about a deteriorating dollar, the capital markets show few signs that significant inflation is imminent. This is transitory.
It would be tempting fate to call these the quiet summer doldrums but it certainly feels that way. August is generally sluggish, except when it isn't.
With My Plan Builder, the firm simplified the process of getting advisor clients started with engaging and easily digestible planning "blocks."