Observations

Keeping up with the latest from Telarray.
man sitting in front of three computers
Personal Finance

Should I Keep Investing?

With the recent market downturn, I’ve seen countless questions similar to this: I put $1500 each month into my 401(k) and it has done well. 

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Personal Finance

Spending Rules

We recently had an online seminar highlighting spending tips for higher income households.  You can see the recording here.  Here is a brief summary if

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Gaining a deep understanding the problems that customers face is how you build products that provide value and grow. It all starts with a conversation. You have to let go of your assumptions so you can listen with an open mind and understand what’s actually important to them. That way you can build something that makes their life better. Something they actually want to buy.
Strategy

Advisor Considerations

One of the most common questions I get is “I’ve got a windfall/life change/more income.  How do I pick a financial advisor?” My first impulse,

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