Revisiting the 3 Essential Tenets of Financial Planning

Walkner CondonAdvice, Financial Planning0 Comments

Back in October of last year, we wrote about what we think are the “3 Necessary Tenets of Financial Planning.” These tenets are:

  1. Simpler is Better
  2. Buy & Hold is Never Dead
  3. Be wary of high commission products and long lock up periods

You can click the above link or watch our video on this topic to learn more. Even though we wrote these tenets almost an entire year ago, they continue to be relevant (and we believe they always will be!).

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