Should Clients Know Their Advisor’s Net Worth? Written By: Jacqueline Sergeant October 2, 2023 Should clients be concerned if their advisor shies away from questions about their own finances? “I would say it’s a red flag,” said author and certified financial...
“When you meet resistance, you are moving too fast.” This is a truism that I hold to when it comes to relationships, especially in my capacity as a financial advisor. The illusion is that people come to financial planners for financial advice. Planners often assume...
Want to survive the latest financial panic? Separate your feelings from action By Lori Walsh, Ellen Koester March 13, 2023 4:57 PM Lori Walsh:If you are getting nervous about the economy, now is a good time to check in with your emotions. Here are highlights about why...
In his State of the Union address, President Biden announced his intent to “take on junk fees.” These are the hidden fees involved with many of the services we purchase. I have written previously about undisclosed fees related to investments (annuities, private REITS,...
Transparency is a highly valued attribute that is routinely promised—and frequently undelivered. In fact, it often seems that the more loudly transparency is touted, the more opaqueness is practiced. Perhaps Shakespeare’s famous line from Hamlet, “The lady doth...
