When you start thinking about hiring a financial advisor, there are an overwhelming number of questions to ask. Read more…
The Way We Compare Retirement Savings is Broken: Here’s Something Better
Am I on track? No matter the person, their stage in life, or their level of success, this is the ultimate question I hear as a financial advisor. What they specifically mean by ‘on track’ can vary by person, but most are curious to know if they have saved enough to retire comfortably. Read more…
Financial Resources for a Successful New Year’s Resolution
It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…
Comparing Robo-Advisors to Traditional Wealth Managers: What is Better For Your Needs?
If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…
3 Ways to Strive for Financial Freedom—Even During Uncertainty
We live in uncertain times. The deluge of depressing news only reminds us of the many things that are out of our control. Read more…
What Should a Financial Planner Do for You?
Is financial planning a good idea? The short answer is yes, it is definitely a good idea if you want to secure a strong financial future. Read more…
Is it Worth Paying a Wealth Manager?
The wealth management industry currently has assets under management (AUM) above $100 trillion. That number is estimated to reach $145 trillion by 2025. More and more high net worth Individuals (HNIs) — people with investible assets over $1 million — are trusting their financial planning to Read more…
How Do Financial Planners Get Paid?
The Short Answer: How do financial planners get paid? Financial planners typically get paid in three ways: commissions, hourly or flat fees, and advisory (AUM‑based) fees. Commission‑based advisors earn money from selling financial products, while fee‑only advisors charge set fees for advice, Read more…
The Real Cost of DIY Finances
With a few practical skills and knowledge, DIY projects in your home or car can save you money. Financial planning, however, isn't the same as painting a room or replacing a headlight. In fact, DIY financial planning can cost you more than you think compared to the cost of professional help. Read more…
10 Times in Life When You'll Definitely Want a Financial Advisor
Working with a wealth management advisor has tremendous benefits due to the holistic approach they take to your financial health. An advisor does much more than manage your investment portfolio; they relieve you of stress and help you achieve your dreams. Throughout life’s changes, your wealth Read more…
