No. 45 of 106 Things We Do For Clients Provide access to low-cost institutional mutual fund shares.
Emotions & Money Instructor: Sarah Swantner and/or Rick Kahler Thursday, 10/12, 4:00-6:00PM Cost: $25.00 per session Even the seemingly cold and calculating world of investing is driven by emotions! Economic theory is being skewed as economists realize consumers are making irrational decisions not in their best interests. Just like an alcoholic, we become intoxicated on […]
One of the low points of my career was the day I lost a client because another advisor “had found a way to put their clients into the lowest cost shares available only to large institutions.” This experience was especially painful because, through my office, the client already was invested in those same low-cost shares. […]
No. 44 of 106 Things We Do For Clients Show you how to access your statements and other information online.
Here’s a risk to your financial health that may surprise you: following poor financial advice or buying expensive investments from relatives and friends. There are two reasons for this. First, we tend to trust and rely on people we know. Second, research finds that humans have a deep-seated desire to meet the needs of others, […]