I like to provide insight that challenges accepted practices in the Financial Services Industry. My goal is to have content that is unique and designed to help clients make informative decisions when selecting a financial advisor or wealth management firm.
How often have you asked yourself this question? How do you know if your needs warrant the service and cost associated with a financial advisor? Determine The Need Engaging an advisor to help you determine if you actually need an...Read More
Are you really getting a straight answer when you ask your financial advisor, “Are you a fiduciary?"
Let me start by giving my own opinion on this question: No. This may be concerning to many who read this viewpoint. I’m willing to say, I’ve even lost a few prospects due to my honesty when answering this question. So what...Read More
2020 has been, in my opinion, a year that has tested the boundaries of volatility and stability in client portfolios. I thought it would be a good idea to remind investors why equities blended with fixed income under several...Read More
Fiduciary- you may have heard many financial services firms use this word in describing their commitment to providing independent advice to clients. But, can the actual decisions, size and service (or lack thereof) strategy of the firm...Read More
All clients will have an initial financial plan or investment policy statement on file which details the goals and objectives for the current investment strategy and ongoing management of the portfolio(s) custodied at LPL Financial...Read More
Is your financial firm or advisor working for you or are they working for a product company? How would you know? Here are a few scenarios to consider when pursuing a new advisor or evaluating your current wealth management firm. The...Read More