Tag Archives | fee-only financial advisor

ThePredictionSeason

The Prediction Season

As the popular Christmas song recorded by Andy Williams (and more recently by Garth Brooks, Harry Connick, Jr and others) says, “it’s the most wonderful time of the year.” However, this time of year can also be the most dangerous time for investors. The next few weeks will find us deep within the “silly season” […]

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WhatsYourStory

What’s Your Story?

Each of us has a unique life story. Where we come from, where we went to school, where we have worked. These stories provide context for the yet unwritten part of our journey: what will happen in the future. As a fiduciary financial advisor, a large part of our role in working with successful individuals […]

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HowCanYouAvoidMakingtheBigMistake

How Can You Avoid the Big Mistake?

Do you wonder if you really need a financial advisor? A big part of our work is to guide clients to make decisions that are in their best interest. Our advice is often the only thing standing between them and the “big mistake.”No, not the run-of-the-mill misstep that is part of everyday life… but the […]

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LetsTalkAboutTrust

Let’s Talk About Trust

When you boil out all the other variables, investors are left with just a single question: “Who can I trust?” The clamoring noises from the media, fancy TV ads, and complicated financial products all fade into the background. The most important issue is trust.   Relationships Built on Trust More than three decades ago, we […]

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canstockphoto28780

Yes, You Can Control the Market

What if you could control the market? Well, you can control the stock market over the long term if you are willing to resist the siren songs of currency and certainty. The first step in establishing control is understanding why you are investing. If you are 50 years old, the inflation rate has been 4.1% […]

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Seven Things Your Broker Won’t Ever Say

Are you still using a stockbroker or insurance salesman, (yea, I know…wealth manager)? Here are seven things you’ll never hear them say: “Do you know that you can invest in the the same funds outside of the variable annuity at a much lower cost?” “Despite the Financial Consultant or Wealth Manager title, I still don’t […]

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In Charge or In Control?

Do you seek to be in charge of your financial future, or are you trying to be in control? Being “in charge” implies that you are taking responsibility. Trying to be “in control” means you are attempting to command or regulate what occurs. We often advise clients that “inputs determine outcomes”. This means that a […]

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The Two Questions Everyone Needs To Answer

Will you make it financially? Do you know your financial blindspots? These two questions form the backbone of our holistic approach to personal financial planning. These questions also are the common bond that all of our clients share. If your financial life is arranged so that you can maintain your current lifestyle for the balance […]

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Four Steps Towards Financial Independence

Most investors obtain their understanding, (or misunderstanding), about personal financial issues from heavily biased sources (like investment providers). There is a better way, where your financial health is concerned. Here are four specific steps that will improve the probabilities of success. Commit to learning about financial market history and the academic findings, (evidence), which constitute […]

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Why Rebalance?

Over the past few weeks, we have reviewed several components of our financial planning process and how these can create value for you. Today, we want to discuss rebalancing your portfolio as a critical technique for keeping your investments in sync. The basic purpose of rebalancing is to maintain the overall target asset allocation level […]

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