5 Questions You Should Ask When Choosing a Financial Advisor

Selecting a financial services advisor can be a daunting task.  Individuals have the temptation of narrowing their decision making based on one aspect of investing – investment performance trends.  However, performance ebbs and flows based on market conditions and geopolitical issues.  Performance can be stellar in one year and struggling the next.  While a firm’s ability to generate returns is a critical component of wealth management...


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.

The Best Financial Decision Ever Made (Part 2)

This is Part 2 of a two part blog which discusses the personal attitudes and practical actions people take who demonstrate the ability to gain long-term financial success. This blogs focuses on the practical steps a person can take in order to more efficiently acquire wealth over time. (See Part 1 for the attitudes needed to find financial success)


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.

The Best Financial Decision Ever Made (Part 1)

A few weeks ago I was scrolling through Quora.com, curious about the questions people ask in regards to financial planning. A question was posed, “What has been your best financial decision?” As I read through the 100+ answers, I began to reflect the patterns emerging in the responses. I discovered 10 repeating themes that can help anyone wishing to gain long-term financial success. 


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.