Financial Advisor and nVest Advisors CEO re-introduces the Money n30 Podcast with a talk about how a difficult upbringing motivated him to become a financial advisor. Podcast Transcript: I'd like to thank you for joining us today on this sort of reintroduction to the “Money n 30” podcast. My name is Jeremy Torgerson and I
So you've been working with a financial professional for a while, but things just don't "feel right" anymore. Maybe the advisor is inattentive, or maybe you're just not seeing the results you'd hoped for. How do you know when it's okay to overlook some minor issues, and when it's time to leave? Here are
They seem to be in the news every day: investment managers, insurance agents, and stockbrokers found guilty of Ponzi schemes, theft, fraud, or mishandling your money. Lives ruined. Fortunes lost. Though there is no sure way to avoid every scheme out there, common sense and a little bit of insight from nVest Advisors' CEO Jeremy
Have a student nearing college, or thinking about saving for school for yourself? One of the most common financial goals for parents and grandparents, is being able to help your child pay for the increasingly high (and oftentimes ridiculous) costs of a college or university education. Planning ahead is very important. So is saving in
In today's nVest Advisors podcast, we talk about recent news events and the way the media hopes to hold your attention with constant negativity. The unfortunate recent events in Dallas, TX and Orlando, FL are discussed, as well as the Brexit vote. Three key takeways: Remember the media mantra: "If it bleeds, it leads." There
