Tag: investments

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...

The Role of the Financial Advisor is to Protect You from a Market Crash

The bear markets of 2000/2001 and 2007/2009 left investors bruised and battered but not out for the count, assuming they resisted the urge to sell...

What Does Financial Planning Really Mean?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management. These...

What’s The Value Quotient of a Financial Advisor?

Value is a quotient between what you pay to what you get.  Half of the quotient is cost, the other half is perceived value.  The...

Is Anyone Managing Your 401(k)?

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to...

Is A Financial Advisor Worth The Cost?

How often have you heard the expression, “You need to spend money to make money?” Usually reserved for business owners, it’s a sentiment that can...

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