Tag: investors

Have You Seen Your Financial Advisor’s Performance Results?

Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing...

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...

Don’t Let Today’s Financial Headlines Ruin Your Future

The cacophony of financial headlines has exploded over the past decade. Prior to the ubiquitous presence of smartphones and other electronic devices, financial news consisted...

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...

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