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...
Top Financial Advisors Don’t Collect Commissions
In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...
Have You Seen Your Financial Advisor’s Performance Results?
Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing...
5 Financial Tips for Parents with College Bound Kids
College will likely mark the largest financial hurdle of your child’s upbringing. Even if you’ve been saving for years and have managed to build up...
Do You Know What a Fiduciary Financial Advisor Is?
There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) possible new rules for financial advisors to act as fiduciaries for...
The Role of the Financial Advisor is to Protect You from a Market Crash
The bear markets of 2000/2001 and 2007/2009 left investors bruised and battered but not out for the count, assuming they resisted the urge to sell...
