Good Friends Can Be Bad Financial Advisors – Beware!
This happens more than you’d think: Three guys are having lunch after a round of golf and they start to talk about their investments. One...
Shame On You Wealth Shamers!
Poverty may not be easy, but having wealth comes with its own set of challenges. Consider some of the messaging you’ve heard since childhood. Certain...
Find the Best Financial Advisor
Your money is important. You worked hard for it. So how do you find the best financial advisor, someone you can trust, to ensure it...
10 Financial Tips for the New Year
Let’s face the facts: After the holiday shopping is finished, most of us find that our bank accounts are somewhat smaller than we hoped they...
How to Distinguish Between Fee-Based and Commission-Based Advisors
If you are an investor working with a financial advisor, it is only reasonable to expect that your advisor will provide you with advice that...
The Pros and Cons of Investing in Mutual Funds
Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors...
Key Financial Advice: Be Thankful for What You Have and Give Back
We all know that it’s important to be thankful for the things in life that we have – family, friends, health, memories, etc. But, especially...
Client Collisions: Unexpected Meets Unprepared Planning
What could go wrong? You have a plan, right? One thing I know is that you never get hit by the bus you are watching. You...
A Healthy Investment Portfolio in 5 Steps
We all know that it’s important to be healthy physically and mentally (whether we are or not healthy both physically and mentally is two different...
What to Look for When Researching a Financial Advisor
Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...
