by Leif Jensen | Oct 30, 2018 | General |
Sad as I am to admit it, I have current clients that have at best mediocre relationships with their bank. A couple of client’s in recent times have had their bank reduced “lines of credit” by at least half. Where the banks were attempting to get the clients to leave...
by Leif Jensen | Oct 29, 2018 | General |
Podcasts, I listen to one with great anticipation, its current incarnation is “Under the Influence” with Terry O’Reilly. This past year I missed several episodes and so I am planning on purchasing them from iTunes (I hate iTunes since they don’t always work with...
by Leif Jensen | Oct 24, 2018 | General |
I have been having discussions with clients on the potential impact whether good or bad of the prospect of AI (artificial intelligence) on their businesses. Some are looking forward to further automation; others think there will be a minimal impact on theirs for...
by Leif Jensen | Oct 23, 2018 | General |
What is the ROI (return on investment) on your brokerage account or investments? What I am asking is who is making more money off of your money? You or the brokerage firm? I just had a new prospect come in and have me review his 2017 return for potential errors. ...
by Leif Jensen | Oct 22, 2018 | General |
It seems to be a very old question: are you working for your money? Or is your money working for you? If you are living paycheck to paycheck, you are definitely working for your money. It is hard to get enough money scrapped together at times to even start to think...
by Leif Jensen | Oct 16, 2018 | General |
Thoughts of retirement are changing in our society. I work with a large spectrum of clients of all ages and a lot of them are wondering if retirement is in the picture for them at all. The first to surprise me with this thought was when I was talking to a couple of...
