Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a common reason that people seek out financial advice. We tend to be driven to consult […]
Tag Archives | fee-only financial planning
If Ken Fisher is right, in the future you will be talking to a computer about your asset allocation and loving every minute of it. Fisher has built Fisher Asset Management into the largest fee-only investment advisory firm in the US, with over $100 billion under management. Speaking at the Investment News Innovation Summit in […]
No. 106 of 106 Things We Do For Clients Network with leaders in our field through professional associations.
No. 105 of 106 Things We Do For Clients Bring you a disciplined approach toward achieving your most important financial and life goals.
No. 104 of 106 Things We Do For Clients Protect you from emotion-driven behavior that can reduce your market returns.