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Where should you turn to for advice?

Seeking Advice 101 (Part 1)

Key Points

  • The financial services industry is broad and varied, so it behooves consumers to have a grounded understanding of how the industry works and how it is compensated.
  • Commissions have the potential to create a conflict of interest between the seller and the buyer. Therefore, buyer beware!
  • When it comes to financial advice, a fee-only fiduciary can be invaluable.

Continue reading → Where should you turn to for advice?

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The Three Key Benefits of Sound Investment Management Advice

Key Points

  • A financial advisor can help with crafting an investment plan that is suited to your goals, needs, and risk tolerance.
  • A Strategic Model Portfolio can then be implemented to meet your investment objectives.
  • Sound investment management that includes Portfolio Construction, Wealth Management, and Behavioral Coaching can provide tangible long-term benefit.

Continue reading → The Three Key Benefits of Sound Investment Management Advice

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Don’t Miss Out, You’ll Regret It (Part 7)

Key Points

  • Housing, education, and healthcare costs continue to rise year after year.
  • The rise in these three categories of spending have outpaced other categories for many decades.
  • If this trend were to continue unabated, almost all household income will eventually end up going into these three buckets alone.
  • This path is unsustainable on many levels. Yet, for now there are government programs out there that can help soften the blow. Not ideal, but better than nothing.

Continue reading → Don’t Miss Out, You’ll Regret It (Part 7)