According to a new global survey on work and happiness, a significant number of us aren’t very happy about our workplace. That’s especially unfortunate, since working is how most of us spend the majority of our waking hours.
No. 26 of 106 Things We Do For Clients Monitor your investments. You may have heard of an investment strategy called “buy and hold.” There are a lot of conflicting opinions…
As discussed in last week’s column, even if you are working with a financial planner, at times you may also need the services of a financial specialist such as an attorney, accountant, or insurance agent. In a situation where the specialist’s advice may seem to conflict with the suggestions of your financial planner, as a […]
No. 25 of 106 Things We Do For Clients Stay up to date on changes in the investment world.
I believe strongly in the value of financial planning and of working with a fiduciary planner who acts in your best interests. However, a planner is not necessarily the only money professional you may need to maintain your financial wellness. In many ways, a planner is similar to a primary care physician. Both these professionals […]