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Happy Monday. Let’s get to it.

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Money Topic In Focus

Don’t Make These Mistakes

🚀 What’s happening: We talked about investment advisors last week but there are many families that like to manage investments on their own.

Should you choose to go it alone, it’s important to know about some of the pitfalls that await you.

That’s why this week we wanted to talk about 5 common mistakes people make with brokerage accounts.

Dinner Discussion ❓

Do you actively manage your own brokerage account?

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See last week’s poll results below.

📜 Quote Of The Week

“I love when my kids tell me they're bored. As if the lady standing in front of a full sink of dirty dishes is where you go to get ideas about how to have a good time.”

-Anonymous

Dinner Discussion ❓

Last week’s question: Do you currently have a financial advisor for your family?

Results: Over 60% of you said no which we found interesting (we don’t have one for our family as well). That said, any answer is very much a family dependent choice and there is no “right” answer to this one.

How'd we do this week?

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