Jeff Mount

Sep 2, 2020
With rates kept near zero by the Federal Reserve for quite some time, the Chairman has changed language around being flexible in managing inflation.

Jul 22, 2020
Eighty-five percent of Americans do not work with a financial advisor. The consequences of this decision contribute to a high degree of financial illiteracy among most Americans.

Jun 22, 2020
Financial advisers may speak Greek to many investors,and even between themselves,but the investing world, post COVID-19, has no room for gibberish that is too archaic or too academic to understand.

Jun 3, 2020
Be prepared to deal with short-term consequences of the COVID-19 pandemic, like temporary layoffs, and build a solid strategy for dealing with future challenges by transitioning financial plans away from tired, ineffective methods into a more human-centered approach that is as unique as we are.

Apr 17, 2020
The average sized account has received an average experience for many years from financial advisors,the survival of middle-class millionaires and human financial advisors will rely on the personal touch.

Mar 17, 2020
The coronavirus won’t last forever and the markets will recover. Please don’t quarantine your assets but do take the opportunity to consider these helpful tips for a more successful financial future.

Mar 5, 2020
How does a family, who is either engaged in discussion about a financial plan or who is monitoring their existing plan, adjust to this new dynamic caused by a global pandemic?

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