Investor Behavior

I remember the excitement of starting the search for my first home. I was proud that I had diligently planned and saved and could now provide a home for my family, my indoctrination into adulthood.  I searched the real estate sites and apps relentlessly. I had my list, contacted a real esta …

The Exit Planning Institute is proud to announce that Michael Gold recently earned the Certified Exit Planning Advisor (CEPA) credential after completing the Institute’s intensive executive MBA-style program. Michael Gold joins an elite group of business advisors who have received this cred …

Senior Wealth Planner Steve Johnson feels like the financial industry is at a crossroads. He explains more in this video with Michael.