Standard of Care – Fiduciary or Suitability
Financial advisor, financial planner, financial consultant, wealth manager, etc. – there are many names used by investment professionals today. But what’s more important than the…
Read more
Plan For, and Then Accept, Embrace and Appreciate Bear Markets
While there is no official definition, a bear market has traditionally been defined as a 20% decline in a broad stock market index. Since the…
Financial Planning for College Funding and Retirement – Can the Two Go Hand-in Hand?
How can you save for college while also ensuring that you will have adequate resources for retirement and adequate cash flow to fund “life” while…
Understanding What Market Indexes Do…and Don’t Do
You probably have heard that the Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017. When a popular index, like…
Does a Soon-To-Be Retiree Need a Financial Planner?
You are about to retire – things are going to change. Do you need a financial planner to have a successful retirement?
Like Doctor, Like Advisor: Understanding Your Financial Advisor’s Compensation
As much as we would prefer a world where doctors could focus exclusively on addressing our health care questions strictly according to our highest interests,…
How Risky Should Your Portfolio Be?
Would you rather have a guaranteed $10,000 today, or the opportunity to earn anywhere from $5000 to $20,000 over the next twelve months? Are you…
2016 in Review
It’s hard to think all the way back to January 2016, but the year began with a bit of a shock when US stocks had…