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...
Who are the Real Independent Financial Advisors?
There is a lot of press touting the benefits of selecting Independent Financial Advisors, but rarely does the media define the characteristics of these professionals....
Cash – Hold It and Invest It
In January 2012, I wrote about our “love/hate” relationship with cash. Almost three years later, we believe a quick refresher is in order. Starting...
How Can You Be So Sure the Stock Market Will Crash?
I’ve heard the title of this article (or a variation of it) quite a few times from those who might consider themselves “knowledgeable” in financial...
How Investors Find Financial Advisors
Finding financial advisors can be easy. Finding a top quality financial advisor is much more difficult. 39.5% of investors find financial advisors through referrals. Their...
Miracle Saves Active Investment Management
“Move to passive likely to build more steam” is a front page story in the September 15 issue of Pensions & Investments, the newspaper for...
