The founder of Timothy Financial Counsel on the best candidates for hourly advice, direct indexing and tax planning, and how his firm advises clients in retirement.
Stock picking isn’t dead but for most independent advisors, it should be. The odds of achieving success are low, it’s suboptimal, and performance isn’t everything.
Jared Siegel details how he's able to concentrate on the "fun" stuff creating a high-quality, high-touch financial planning experience for his clientele.