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...
The Bond Ladder Ready to Climb
With bond yields stubbornly camped near historic lows, is there a way to invest in fixed income while limiting our exposure to rising interest rates? ...
5 Tips for Selecting the Best Financial Planner
Are there fake financial planners? You bet there are and they are extremely dangerous. Fake financial planners provide bogus financial plans that are designed to...
Is Your Financial Planner an Insurance Agent? updated Oct’14
It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity...
The Financial Advisor Acronym Alphabet
With the growth of the financial advisor profession there has been a corresponding growth of financial designations. A common example of the type of designations...
I Need a Financial Planner Who Puts My Interests First
What does it mean to say “a financial planner who puts my interests first?” What are your interests? What are the financial planner’s interests? How...
5 Reasons to Meet with a Financial Planner
Financial planners help their clients build a financial portfolio and determine the best way to allocate your investments. This is commonly seen as a way...
A Disconnect Between Our Economy, Corporate Earnings, the Stock Market?
It is hard to remember another time when there were so many different opinions regarding the future direction of the stock market. The “bulls” often...
5 Financial Planning Challenges Impacting Retirement – Updated Oct 2014
5 Financial Planning challenges impacting your retirement years is a must read for Americans who are accumulating assets for their future use. In fact, these...
