Category Archives: Financial Advisor

Presidential Election – What Do Soccer & Investment Strategy Have In Common?

Resist the temptation to react, as difficult and counter-intuitive it may be. Sometimes, the best reaction is no action at all! Consider the following soccer strategy: During a penalty kick, a soccer goalie must make a split-second decision to stay put … Continue reading

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How Do Financial Advisors Get Paid? Glad You Asked!

This is an article recently published on the Wealthminder blog. The topic is on the minds of more and more consumers, and this post does a great job explaining a rather complicated subject. Not only is it well written, informative, and … Continue reading

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Six Questions Every Proactive Investor Should Ask Their Financial Advisor

And Some Basic Math! I felt compelled to write this article after recent meetings with two different clients. In each case, they entered into investments where high fees virtually guarantee they won’t be able to reach the projected returns, let … Continue reading

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Is Your Financial Advisor Working For You?

It may be a shock the answer to this question is in many, many cases, NO. Let me explain. There is currently much controversy in the government right now over what’s called the “Fiduciary Standard.” The word “fiduciary” comes from the Latin … Continue reading

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WHAT YOUR FINANCIAL ADVISOR DOESN’T WANT YOU TO KNOW

We have written about these issues in a variety of posts, “Avoiding The Wolf On Wall Street,” “Looking for a Financial Advisor? The “F” Word You Should Be Aware Of, etc. As fiduciaries building portfolios for our clients, we pay … Continue reading

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Why POTUS Is Proud Of The Founder Of Garrett Planning Network

Last week was noteworthy as proud members of the Garrett Planning Network!  President Barack Obama singled out Sheryl Garrett as “an adviser who puts clients’ interests first” in a speech last week.  Sheryl is the founder of Garrett Planning Network … Continue reading

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How to Find a Financial Advisor If You’re Not Rich

It’s not unusual for wealthy people to have a number of advisors.  The publication The Street points out “Wealthy investors are increasingly seeking professional guidance in money matters, with 82% of millionaires using a financial advisor in 2013.” If you think … Continue reading

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