Blog
Taking Control Of Your Financial Life
It is important and empowering to be in control of your finances. Financial health is a key part of holistic wellness - it is just as significant as any aspect of physical health. Be proactive and get involved in the matters that affect your...
A Question Every Investor Should Ask
Ask yourself: Do I have access to the best possible investment products? You want a completely independent advisor who is beholden to no one but you, the client. Banks and brokers push particular investment products for all kinds of reasons, and...
A Tool for Success: Your Investment Policy Statement
Last week, I blogged about how to make sure you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these...
Investment Strategies Are Not One-Size-Fits-All
In investing, risk and return go hand in hand: some amount of strategic risk is necessary in order to ensure that your money is working for you to its full potential. However, not all risk is created equal: there is what I call “smart risk,” which...
Finding the Right Financial Advisor
Not only do you want to work with an independent fiduciary, who is legally required to uphold your best interests, you also want to find an advisor who will encourage you to be an empowered participant in financial planning. Here are some questions...
Hidden Fees and Commissions: Do You Know Where Your Money Goes?
Add these to the list of must-ask questions for a financial advisor: Can you explain how you are compensated? Are you aware of where your advisor’s compensation is coming from? You wouldn’t, for example, hire a contractor to remodel your home...