Tag: investment portfolio

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...

Trump and Your Investment Portfolio

Election 2016 is finally over.  Chances are, you woke up on November 9 feeling either elated or discouraged.  Whether your candidate won or lost, I...

Are You Over-Weight? Your Investment Portfolio that is…

How do you know if you are overweight?  You could step on a scale but I am not talking about that kind of overweight.  While...

#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 Women are Excellent Investors!

Women are different than men.  As a Certified Financial Planner® this holds true in the investment world.  Women are faced with unique challenges as they...

How Much Is a Financial Planner Worth?

According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.