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Taking Stock

with Nathan Brinkman

March 2014


How well do you understand the financial basics?

Working with a trusted financial professional is one of the best ways to help improve your overall financial situation, but it’s not the only thing you can do. Educating yourself about personal finance concepts can help you better understand your adviser’s recommendations, and result in more productive and potentially more prosperous financial planning discussions. Take this brief quiz to see how well you understand a few of the basics.

Posted at 01:40 PM | Permalink | Comments


What baseball can teach you about financial planning

Spring training is a tradition that baseball teams and baseball fans look forward to every year. No matter how they did last year, teams in spring training are full of hope that a new season will bring a fresh start. As this year’s baseball season gets underway, here are a few lessons from America’s pastime that might help you reevaluate your finances.

Posted at 10:57 AM | Permalink | Comments