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Today, we want to let you in on a secret. It’s a simple secret, but one we believe has the ability to make you a better investor overnight.  Here’s Zak to tell you all about it: Note: This video was originally published in our monthly client e-newsletter, Guidepost. The thing about pessimism I want to […]

Two days. That’s how close one of our clients came to losing more than $200,000 as the victim of an elaborate, multi-month romance scam. Note: This video was originally published in our monthly client e-newsletter, Guidepost. “Hi Kirt, I’m Katie.” I recently received an email from one of our clients, Kirt (name changed for privacy), asking […]