Tag: investment management

10 Things Your Financial Advisor Won’t Tell You

If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are the...

#1 Investment Myth –Effectively Managing Your Own Portfolio

In today’s world there is a lot of noise regarding do-it-yourself investing.  If you Google “Do-it Yourself-Investing”, over 44.8 million search results are generated.  The...

Why Robo Advisors Are Not Cutting Edge

I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the...

There is a Better Way! – Why No One Talks About the Stock Market the Right Way

2016 has not been a great start for investors.  All of the major stock markets are in negative territory.  Actually 2016 is one of the...

How Investment Advisor Fees Add Up

In the pursuit of an investment advisor or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their...

5 No-Nonsense Steps to the CIMA® Designation for a Financial Advisor

So after being a financial advisor for so many years and being out of school for so long, why would I go through the torture...

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