If you are looking for financial advice by the hour to help you invest or plan for retirement, then you have found one of the rare financial advisors who does not charge AUM fees. In fact, I do not manage investments, so the temptation to recommend that service does not even exist.
The term broccoli investing or the broccoli mindset comes from the book Transparent Investing by Patrick Geddes.
It has nothing to do with investing in broccoli, the plant!
According to the book, the Broccoli Mindset ranks the following four components of investing from most important to least important as:
- Fees
- Taxes
- Risk
- Return
Please continue to look around our website to learn more, and if you are interested, click here to schedule a free, first meeting.
Broccoli Investing
