Client Collisions: Unexpected Meets Unprepared Planning

What could go wrong?  You have a plan, right? One thing I know is that you never get hit by the bus you are watching.  You...

A Healthy Investment Portfolio in 5 Steps

We all know that it’s important to be healthy physically and mentally (whether we are or not healthy both physically and mentally is two different...

Equifax Data Breach: 3 Methods to Protect Yourself from Identity Fraud

In a world that is getting more and more digital by the day, protecting our sensitive information is more important than ever. The recent breach...

What to Look for When Researching a Financial Advisor

Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...

All About Bitcoin

Led by Bitcoin, digital currencies, also known as cryptocurrencies, have made a big splash in recent years.  While these newfangled currencies are still considered novelties...

Top Financial Advisors Don’t Collect Commissions

In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...

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