Updated: Oct 15, 2020
Well, this headline and pic should get plenty of attention on my LinkedIn and Facebook channels! I decided to do a series of posts on the differences between these investment mantras and bring a higher level of thinking to the subject.
Why? The internet is full of "wisdom of the masses" (where the 'm' is often silent; yes, I said that). When a client wants to determine if what they did was a GOOD decision, I want to have MY VOICE out there (somewhere) to be added to the mix. One of my advantages of being an independent life insurance and annuity agent is I don't have an overbearing compliance department to scrutinize everything I write. As long as I don't put any company "under the bus" or make any outrageous claims about returns or quote rates, I'm just fine.