Providing you with the knowledge to make the complicated simple.
According to the FINRA National Financial Capability Study (NFCS), nearly two-thirds of Americans couldn’t pass a basic financial literacy test; and these results are pretty consistent around the globe. If you are curious to see how you stack up to others, you can take the test here.
The financial services industry just loves to confuse people. They use acronyms, unnecessary jargon, and your emotions so they can profit off of you. And let’s not forget the media. The media loves to sensationalize things to get “clicks” and keep you glued to the television so they can sell more advertising. With the proper education, you can cut through the noise and figure out what is non-sense and what is important. Fear can paralyze people, and often times the source of fear is a lack of understanding. By taking the time to educate you, you can then be armed with the knowledge that will help you make informed decisions.
