Author: Jonathan Harrison, CFP®
Five Steps to Prevent Investment Fraud
Earlier this August, an accountant here in Overland Park, KS, was sentenced to nine years in prison for embezzling more than $4 million from clients. His case made local news earlier this year when he…
Should your donations be used for overhead?
Years ago, a couple came to me because they had received an inheritance and wanted help giving it away. As successful retirees, they already knew that they didn’t need the money for living expenses.…
Does Brexit Matter?
I happened to be in Ireland the day the British voted to leave the European Union. While visiting my wife’s family there, I noticed an interesting phenomenon. The Americans I know are much more work…
Investment Risk Is Not What You Think It Is
Investing and risk are so closely aligned that they may as well be synonyms. Most people, however, significantly misunderstand the risks involved in investing.
When risk is used in regards to investi…
The 3 Types of Investors
Few topics are as mysterious as investing. Investing has had an especially prominent place in the American story, being intimately connected with the idea of being “self-made.” But like all legend…