Tag: invested

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...

Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

The Compound Interest Effect

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”     Albert Einstein...

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right? We tend to make time for what is most important to us but...

Will The Fed Raise Interest Rates, And Does It Matter?

With interest rates in the U.S. remaining low for the past several years, there are some people who are worried what a potential rate hike...

Investing Into Your Diet and Your Future

Last week, we met with a prospective client that has a crystal-clear retirement plan.  She is currently working for the government, and in ten years...

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