Category Archives: Financial Planner

5 STEPS TO ACCUMULATING WEALTH

There are many reasons to engage the services of a financial advisor. Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable. Others enjoy … Continue reading

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6 WAYS TO A HAPPIER RETIREMENT

And Happy Birthday, Economic Recovery! Picture this—it’s Friday afternoon, your work is done, and you have the weekend ahead of you. But what makes this weekend different from any other weekend is that two-week vacation following it. You wish your … Continue reading

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The Real-World Advice You Won’t Hear at Any Commencement—But Should

Thanks and a hat tip to Art Sobczak: The Real-World Advice You Won’t Hear at Any Commencement—But Should May 12, 2017 / By Art Sobczak This hard-nosed wisdom will help prepare recent or soon-to-be graduates for how life and work really … Continue reading

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FRAUD – 10 WAYS TO BEEF UP YOUR DEFENSIVE LINE

On guard against fraud Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by … Continue reading

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IS THE FEDERAL RESERVE OUT OF CONTROL?

The short answer is YES! We have heard some FedSpeak in the last week or so that gives me cause for concern, and ergo the title of this post. It appears we may be facing a future when a government … 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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#ZeroInterestRatesMatter – Party Like It’s 1999

What should an investor do? Markets are confounding.  They appear to be almost predictable. Until they’re not! We are in an investment environment that reminds me of the technology bubble 16 years ago, and the markets are partying like it’s 1999. … Continue reading

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