Interest Rates are what Interest Investors
From the moment the Fed began their Quantitative Easing policy till today investors have asked me the same question. “When are interest rates going to...
Guy’s Market Commentary – November 2014
Stocks made sharp gains for the second week in a row as the S&P 500 stock market index made record highs, gaining more than 10%...
Is Your Financial Advisor for “Real”?
I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a...
Are Financial Planners also Financial Advisors? – updated Nov 2014
Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise. Financial advisors are...
Social Security or Insecurity — for Future Retirees that is the Big Question
Today one of the biggest trending topics in the retirement income planning space is Social Security. Over 65% of retirees received at least half of...
Investing Is Not “The Market”
There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...
Investment Fees – Know What You’re Paying For
In my previous article, Investment Fees – The Hidden Cost, I discussed the sources of fees that clients unwittingly pay to advisors and brokerages. Not knowing...
Thinking of Working with an “Advisor”? Ask This Question FIRST
If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...
Investment Fees – The Hidden Cost
The concept of paying fees for service is certainly not unfamiliar to anyone. It might be seen as burdensome, but when value is received and...
Financial Planner, Investment Guru or Wealth Manager?
Recently I received an email from someone who indicated that they wanted wealth management services for their family. I found it interesting that they also...
