A financial advisor’s job is like a detective’s. We probe to see whether your financial assumptions are correct. We want to find the truth beneath the assumptions and document clutter. Sometimes, our digging uncovers dangerous imbalances in your financial picture. Once we discover these errors, … [Read more...] about Think of Advisors as Money Detectives
KEY TAKEAWAYS After last year’s economic shocks, we shouldn’t be surprised to see prices rebounding. But the potential for inflation is one among many factors investors take into account when agreeing on a price at which to trade. A look at headlines … [Read more...] about ‘Everything Screams Inflation.’ How to Interpret the Headlines.
Everyone in your family is known for something specific. If you need any guidance on any specific area, chances are that someone in your family knows more information on that subject than you would ever dream possible. Now this may sound unimpressive, but I have been known to send an awesome care … [Read more...] about Perfect Care Package for Your College Freshman
Financial planning intimidates people. In its early stages, they do not know what to expect, what to answer and what they will have to divulge to create a realistic plan. In this blog post on the planning process, let me remove the fear and talk about how we begin to work with our … [Read more...] about Discovery Starts Your Planning
This blog has tried to get our readers to focus on the incredible improvements occurring globally to counter-balance the never-ending negative reporting. This negative reporting aligns with our basic human instincts to seek negative stories. Last year, a book was published by Ronald Bailey and … [Read more...] about Ten Global Trends Every Smart Person Should Know
Scammers are targeting seniors at a rate higher than ever before. From targeting them online to the telephone and even in person. Yes in person! These individuals prey on seniors by being kind and helpful and are very good at gaining their trust. They also will take an approach that time is of the … [Read more...] about Elder Scams: What to Look Out For