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Author: Jonathan Harrison, CFP®

What’s Your Unfair Advantage?  March 17, 2016 by Jonathan Harrison, CFP®

Do you have an unfair advantage? In August of 1346, the French finally caught up with the English army. A summer of pillaging the French countryside had left the English worn out and running out of s…

The Only Way to Get Wealth  February 22, 2016 by Jonathan Harrison, CFP®

When Brian started working with a promising young actor, he was very hopeful. Brian, an advisor friend of mine, learned from this actor (who shall remain unnamed) that he had just signed his first maj…

George Washington was a Fake  February 16, 2016 by Jonathan Harrison, CFP®

George Washington was an amateur. His military background was weak, his leadership experience minimal, his tactical training nonexistent. He had no business leading an army. At least that’s what he…

Are You a Customer or a Client?  January 28, 2016 by Jonathan Harrison, CFP®

In the relationships you have with financial professionals, are you a customer or a client? Understanding the answer to this is incredibly important in understanding the type and scope of the advice …

How to Use the News for Making Financial Decisions  January 14, 2016 by Jonathan Harrison, CFP®

What do you do when you hear economic stories in the news? Oil Prices! China’s economy! Stock market fluctuations! Jobs reports! What should you do after hearing about these? A natural reaction Re…