Tag Archives: Fiduciary
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
#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
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
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
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
WHY FINANCIAL FREEDOM PLANNERS?
About to celebrate our first anniversary at Financial Freedom Planners™, we are frequently asked “why did you launch the firm,” “how are you different,” and “what is your why?” As a veteran in financial services for over thirty years, I always … Continue reading
LOOKING FOR A FINANCIAL ADVISOR? THE “F” WORD YOU SHOULD BE AWARE OF
There are many ingredients going in to any professional relationship, and searching for a Financial Advisor can be particularly complex and confusing. We’re focusing on one very important distinction when evaluating financial providers…the “F” word. In a recent article by a … Continue reading
Financial Freedom Planners 