The Financial Planning Bubble
Published on: 22/05/2025
Typical financial planning advice has created a modern-day bubble where everyone is buying the same assets (S&P 500 index funds) at any price.
Investing
Typical financial planning advice has created a modern-day bubble where everyone is buying the same assets (S&P 500 index funds) at any price.
We're often told that "investing for the long term" is the secret to financial success. But, as they say, if all you have is a hammer, everything looks like a nail...
A question was brought up by a client as to why you need the correct financial structure to benefit from tax deferral.
both stock-pickers and dollar-cost-averagers have a big problem.