Tag Archives: Financial adviser

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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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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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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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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