News Room

Do Your Homework: How to Prepare to Interview a Wealth Manager

July 9, 2018
As someone who has received thousands of inquiries from people seeking a financial advisor, I can confidently say most advice-seekers aren’t well prepared to meet with an advisor. People tend to react to what an advisor says, rather than ask purposeful [...]
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Educating Young People About Money

July 7, 2018
Whenever I tell clients that I have something that will help them to educate their children about money, most of them are eager to listen. By teaching children the fundamentals of money management, a parent can help them make sound financial decisions as [...]
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Creating a Legacy of Giving

July 6, 2018
What legacy would you like to leave your children and grandchildren?  Most people are passionate about teaching young people to be responsible and productive citizens, but have you also wondered how you may pass on your values regarding charitable [...]
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Five Practical Ways to Identify Your "Perfect" Financial Advisor

June 15, 2018
Identifying your “perfect” advisor can be a bit like finding the proverbial needle in a haystack. There are many advisors and it may be challenging to differentiate among services and approaches. But it’s an important task that’s well worth the time [...]
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An Easy and Free Method to Finding the Perfect Financial Advisor

June 13, 2018
Review the websites of multiple financial advisors and you’ll find many similarities. Most have the same look and feel and use similar language. Phrases such as “fee only,” “independent,” “fiduciary,” and “help you achieve your goals” are ubiquitous. [...]
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Want to Hire the "Perfect" Financial Advisor? Focus on Two Aspects of Compensation

May 31, 2018
How you compensate a financial advisor is arguably the most important decision point when it comes to your level of satisfaction with their services. Advisor compensation can be structured a variety of ways. No matter the compensation method, before [...]
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What You Don’t Know About Picking a Wealth Manager: Two Overlooked Considerations

May 17, 2018
In our experience, it’s important to consider two fundamental questions when choosing the best advisor: the length of relationship you want, and how you want to implement your recommendations. Consider the answers to these questions carefully before [...]
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Seeking a Financial Advisor? How to Make the Best Choice

May 15, 2018
If you’re searching for a financial advisor, you may have already identified some financial concerns you want to address. It’s important to identify specific concerns before setting goals or identifying solutions. An advisor can help with these tasks. [...]
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To Cure Financial Ills, First Identify Your Concerns

April 30, 2018
When we go to the doctor, we often don’t know exactly what is wrong. Maybe we have specific symptoms or just a nagging feeling that our health isn’t what it should be. We seek a doctor to give us a diagnosis, but first we need to describe what’s [...]
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The Difference Between a Broker and a Fiduciary

March 12, 2018
When you want financial advice, it’s important to know whether you need a broker or a fiduciary. These two types of professionals have different purposes and legal obligations.
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