I’ve always found it incredibly odd that our school system doesn’t really teach anything useful about personal finance – unless you deliberately learn it through postsecondary education.

How much would it help to leave high school knowing the answers to questions like…

  • How can I invest for the short term and long term?
  • What makes a good mutual fund?
  • What’s the difference between stocks and bonds?
  • How can you avoid destructive credit card debt?
  • Does it make sense to buy a house or lease one?
  • How can you save money on cars?
  • How do you invest properly in a 401k plan?
  • How can you create and live on a budget?
  • How can you make the right choices about insurance?
  • Why are stock picking and market timing loser strategies?
  • How can you manage your emotions so that they don’t get in the way of growing your wealth?

You get the idea. The point is, I’ve seen the results of this lack of learning so many times throughout my career as a financial advisor. 

Check out this quick video I made you that tells you more:


If you’d like to chat with me about your current situation and start reaping the benefits of what an expert in finance can do for you, just book a free appointment online or call my office (513-563-PLAN (7526)).

Dan Cuprill, CFP®