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 | Sep 26, 2017 | Budgeting, Millennial Money, Wealth Management
In the last five years, the world has seen the rise of what we call millennials all over the place. These millennials are experts almost at anything they are interested about today. They’re not easily motivated, but when they are, you can expect a lot from them....
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...
by Raoul Fraser | Aug 15, 2017 | Budgeting, Money Management, Wealth Management
Debt can be a crippling weight for any person, but often, those people do not seek out help. There are many reasons people do not ask for help, but when it comes to family and friends, most of us want to do whatever they can to help. There are quite a few ways in...
