Does the person you rely on for investment advice ALWAYS act in your best interest? Most people assume the answer is yes, but that assumption is not a valid one. Here is why working with a fiduciary is so important.
Choosing the right financial planner to work with is a big decision. So, what should you be looking for beyond just the obvious educational requirements and professional designations?
Retirement is on the horizon and you know things are going to change. Is it really necessary to work with a financial advisor to ensure that this next phase of your life is successful?
If you really want to know how your investments are doing, you need to consider your portfolio’s investment performance compared to that of the market.
Daily market media coverage, be it bad news or good news, can stir up a roller coaster of emotions for investors. Before you react, here are some things to consider.
The next bear market is coming. We don’t know when, but we do know that bear markets are inevitable and that they are necessary. So what should you, as an investor, do to prepare?
Are you earning the returns your investments have actually delivered? If there is a discrepancy, it is time to ask yourself why.
We all know that when it comes to investing, it is most prudent to resist the urge to act on the emotions that accompany both rising and falling markets. But what is an investor to do when the market is not doing either – when it just seems to be flat?
When it comes to investing and financial planning, it seems like everyone has an opinion. So how do you spot good advice from bad?
Investing tax efficiently is a complicated, but critical component to portfolio management. When you invest tax-efficiently, you minimize the taxes that you pay while maximizing the dollars that you keep. Is your portfolio being managed tax-efficiently?