We have prepared 12 Essential Questions to ask your financial advisor. 1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something just “suitable” for...
At the risk of not listening to our wonderful founding father, Allen Jacobson, who advises to always accentuate the positive, this might come off as a negative piece. I’m just going to state that now, so it’s out of the way. Our goal here is really to help make GOOD...
When investing, it’s essential to understand if what you’re buying is a productive asset. What does that mean? Well, these assets produce profits or cash, which you can spend or reinvest. We could analyze any given collection; dolls, glassware, coins, stamps, travel...
Market Prices over time As investors, we love to study history. We have what we’ll call a “database” of information about every significant market decline in the past 150 years. We’ve shared in the past that the economy and stock market are related; however, much more...
Sticking to your financial plan and staying invested is essential, especially during tough times. Sometimes our best role is to help “coach” when those times come. A key in playing that role is that we stress-test your financial plans to provide confidence that it’s...
