The banks are increasingly picky every year. There is a good chance you are getting the very minimum viable product out of them - nothing fancy, personalized, and definitely not the best use of your money.

They’re just not into you

If you have less than $500,000 to invest, your bank...

You don't need to pay an advisor to help you invest if:

YOU ARE WICKED SMART! 3 people in my life come to mind, I don’t bother considering them ‘prospects’ because they're 10x smarter than I am. I go to them with my questions about the market! Ha!

YOU ARE A PASSIVE...