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Tag Archives | investment advice

Just Say No To The Next Big Thing

How do you spot the investment opportunity that will become the next Apple, Facebook, or Microsoft? Certainly they are out there. Someone is going to discover them and be set for life, so why shouldn’t it be you? Here’s why it shouldn’t.

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Ask if Advisors Follow Their Own Investment Advice

There is an old adage that says, “What is good for the goose is good for the gander.” In today’s urbanized world, most of us probably wouldn’t have the slightest idea what’s good for geese. Yet we still know that this saying reminds us to be cautious about anyone who makes recommendations they don’t follow […]

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Financial Planning Value By the Numbers

How much value does a fiduciary financial planner add to your investment portfolio each year? Four percent, according to Russell Investments’ 2017 update to the firm’s annual “value of an advisor” analysis. If you do the math quickly, that seems like an incredible deal. Since most financial planners charge a starting fee of around 1%, […]

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Financial Planning In Your 30’s

For many young adults, the 30’s are the decade when real adulthood takes over. It’s the decade of family. It’s typical at this stage to be parenting young children, getting well-established in careers, and managing responsibilities like buying a home. With a mortgage, daycare, possibly student loan payments, and the boatload of other obligations that […]

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Financial Advice Wise Enough for Solomon

As the author of the Old Testament book the Song of Solomon penned many years ago, “There is nothing new under the sun.” Humbling as it is, there is very little financial advice I’ve written about in this column for 25 years that is really proprietary. Many other personal financial advisors and authors intuitively embrace […]

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