Last week in Part I of Does It Pay to Pay an Advisor, I discussed why the do-it-yourselfer chooses to handle their own finances and that avoiding a financial advisor fee does not necessarily equate to saving money. This week I’ll discuss the proliferation of cheap investment options (i.e. index funds and ETFs) and investment management solutions (i.e. robo-advisors). […]
Does It Pay To Pay An Advisor? Part II Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d like to highlight. The first article is regarding the DOL Fiduciary Rule that goes into effect today. Andrew Welsch’s article, Fiduciary FAQ: What the Latest Milestone Actually Means, discusses that ALL advisors NOW must
Articles of Interest Read More »
Today marks the beginning of a 3-part series on Does It Pay to Pay an Advisor. In today’s article, I’ll discuss why some people choose to handle their own finances, why they’re hesitant to pay an advisor, and that avoiding an advisor fee doesn’t always equate to saving money. Next week I’ll talk about the growing number of
Does It Pay To Pay An Advisor? Part I Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d like to highlight. The first is an article written by David Booth, founder of Dimensional Fund Advisors. He discusses the importance of having a defined investment philosophy and sticking with it.
Articles of Interest Read More »
I hear people all the time say, “When I get some money, I’ll give you a call” or “I don’t have enough money to work with a financial planner”. This is a faulty concept of financial planning. Our industry has done people a disservice and have alluded to the fact that financial planning is only for
Do You Have To Be Rich To Have A Financial Advisor? Read More »
I’m very happy to report that I’ve been published again. This time it’s in Financial Advisor Magazine’s online section, Expert Views. This article is an extension of the last article I wrote where I discussed that Tax-Loss Harvesting is not as beneficial as others would have you think. In this most recently published article, I discuss several
I’ve Been Published – Again!! Read More »
I keep hearing and reading that the market is too expensive. This is concerning because people wonder whether they should get out of the market or whether or not now is even a good time to invest. If you think about it, the thought process makes sense. Why would you want to get into the market
Is The Market Too Expensive? Read More »
I’m very happy to report that I’ve been published in the Tax Planning section of a leading industry magazine, Investment News. This is exciting since it’s my very first published article in a magazine. Many articles and websites that I read tout the wonderful benefits of tax-loss harvesting and how you can increase your return.
I’ve Been Published!! Read More »
Thanks to our friends @caravus for providing us with the following update on the Affordable Care Act repeal bill yesterday:
Health Care Update Read More »
Have you ever chosen a CD, Money Market, Savings Account, or Investment based solely on the interest (i.e. yield) it was providing? This article highlights exactly why you shouldn’t do this. Thanks to @reformedbroker for sharing.
Don’t Chase Yield!! Read More »
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and International markets. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic on Diversification. Click
1st Quarter Market Review 2017 Read More »
This report features world capital market performance and a timeline of events for the past quarter and year. Pay special attention to the focused article as it highlights one of our major investment beliefs (accepting market prices for what they are) through the lens of a PENCIL. Yep, I said pencil!! Click here to read the review. If
4th Quarter Market Review 2016 Read More »
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