Brian Barnes, Founder & CEO

Founder & CEO

Do you really need a financial advisor?

It’s been nearly 27 years since the World Wide Web went live to the general public — that’s more than a quarter century of virtually unlimited, free information at our fingertips. In the years since, we’ve made even further technological strides, allowing information and innovative new tools to be increasingly accessible and available on-the-go. So why — 27 years later […]

Avoid these 5 common investing mistakes at all costs

Earlier this week, I shared 3 tips for how to choose stocks. Knowing what not to do, however, can be equally important. Steer clear of these five common investing mistakes when building your portfolio: Thinking any investment is a sure thing. While markets generally trend upward, strange things can and do happen. Case in point: even the seemingly untouchable housing market came crashing […]