Tag: investors

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...

Chasing Returns – The Biggest Mistake Investors Make

America’s favorite pastime, baseball, can teach an investor a great deal about investing than one would originally believe. In the game of baseball, batters go...

DIY Investing vs. Hiring a Financial Pro

With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...

2 Words To Understand When Hiring A Financial Advisor

Hiring a financial advisor is a very smart move to make.  Studies show that those who use a financial advisor get better results over time and...

Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

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