Over the years as a financial planner I have developed a few pet peeves. It was fun to jot a few of them down below. Pet Peeve #1: Dividends Stock dividends can make some investors mouth's water, but they shouldn't. Dividends are simply cash distributions from companies, and investors should not … Read More about Finance Pet Peeves
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was named by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Recent Posts
How A Bad Investment Can Improve Your Portfolio
Many of us have heard the data that it is very difficult to outperform the broad market index over time. While many mutual fund managers dedicate their life mission to this goal, few succeed. There was good reason to believe Ryan Jacob would be one of the success stories in the actively managed … Read More about How A Bad Investment Can Improve Your Portfolio
Bitcoin, Gamestop, and Robinhood
Bitcoin/Cryptocurrency Previously I have disclosed that I do not own any positions in cryptocurrency, and I still do not intend to. That being said, I am not opposed to people owning it. However, I do enjoy the crypto investment thesis debate and enjoy poking the bear a bit. Let's debunk a few … Read More about Bitcoin, Gamestop, and Robinhood