E3 Advisors: “Know What You Own. And Why.”
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E3 Advisors: “Know What You Own. And Why.”
John Nelson has a mantra: “Know what you own. Know why you own it. And know what you’re paying for it.” Sounds simple. But even in a financially savvy town like Westport, there are plenty of people who may not have clear insights into their portfolios. Many are women, in the baby boom generation. Which is why Nelson and his financial services partner, Stacy Thomson, work closely with that cohort at their E3 Wealth Advisory Group, in the Wright S…
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