Tag Archives: Financial Planning

What’s It Like to Be a Financial Advisor for Professional Athletes?

Posted on December 1, 2015 by Roger Billings

The chances of any one of us becoming rich and famous are pretty slim. But did you ever wonder what it would be like to work for a celebrity, like a professional athlete? Joe McLean, managing partner of Intersect Capital, played … Continue reading →






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Is the Industry to Blame for Americans’ Obsessive Worrying About Finances?

Posted on October 5, 2015 by Roger Billings

Should we be worrying? Chuck Jaffe of Market Watch reports on two recent surveys of Americans that show obsessive levels of worrying about finances. The 2015 “Life + Money Survey” from GoBankingRates.com, released this month, showed that Americans think more … Continue reading →






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