When you work with an investment professional such as a wealth manager or financial advisor, it’s reasonable to expect any moves being made in your accounts or strategies being suggested for your financial plan will be in your best interest, right? Read more…
What Designations Should Your Financial Advisor Have?
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise. Read more…
How Advisors Partner with Clients on Big Financial Decisions
It’s a common misconception when working with a wealth manager or financial advisor that you suddenly have to get permission or be given an allowance to make big purchases or financial moves. Read more…
How Much Do Wealth Management Services Cost?
Trusting someone with the important task of guiding your financial plan isn’t easy. Add the sometimes-questionable and potentially biased fee structures of some financial institutions, it’s no wonder potential clients often come to me skeptical of costs in their search for an advisor. Read more…
Broker-Dealers vs. Registered Investment Advisors (RIA): What’s the Difference and Which is Better for You?
When you start thinking about hiring a financial advisor, there are an overwhelming number of questions to ask. Read more…
Money Moves You Should Make With a Salary Over $100k
According to Fidelity, if you want to retire comfortably, you should have eight times your annual salary saved by age 60 and ten times by age 67. Read more…
5 Questions People Don’t Ask Their Financial Advisor (But Should)
Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern? Read more…
3 Important Wealth Management Statistics
Entrusting the management of your portfolio to a financial advisor is a tough decision, but there is hard data that highlights the benefits that a seasoned wealth manager can provide. In the U.S. alone, there are over 330,000 financial advisors, and that number is expected to reach nearly 400,000 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…
