by Raoul Fraser | Jun 21, 2018 | Budgeting, Millennial Money, Money Management, Wealth Management
When I went to school, I had to walk uphill – BOTH WAYS. Most people have heard an older person tell younger people how much tougher they had it back in the good ol’ days. Today, millennials – Pew Research defines the millennial generation as being...
by Raoul Fraser | Feb 21, 2018 | Money Management, Renewable Energy, Wealth Management
The term “wealth management” is one of a number of poorly understood and frequently overused financial planning phrases. Wealth management is much more than simply giving financial advice, and wealth management advisers and advisory teams provide a range of service to...
by Raoul Fraser | Jan 8, 2018 | Budgeting, Money Management, Wealth Management
Cryptocurrencies are gaining increasing popularity as lucrative investments. While their extreme price volatility and their relative uncertainty as a new investment type make them risky, news stories about individuals who have turned a modest investment into millions...
by Raoul Fraser | Nov 16, 2017 | Money Management, Wealth Management
Unfortunately, many Americans have not mastered basic financial management skills. Basics concepts, such as budgeting for retirement are not really covered in government schools. What are some of the most common financial mismanagement errors of Americans? Financial...
by Raoul Fraser | Oct 20, 2017 | Budgeting, Money Management
People are always looking for ways to save money regardless of whether you are trying to set aside money for an emergency fund or planning a special vacation, here are some tips that you can use to save money. Create A Schedule For Your Meals Consider taking some time...
by Raoul Fraser | Sep 5, 2017 | Budgeting, Money Management, Wealth Management
There is an art to handling both sides of a client’s personality. It would be great if clients always listened to your advice, but they will sometimes demand to make seemingly irrational investment decisions. You have to learn how to handle the good and bad days...
