December 14, 2017

Can Your Portfolio Stand a Market Correction?

No talent! That expression sums it at all up this week! That is literally all it takes to predict what the stock market is going to do from one day to the next! 
November 30, 2017
fiduciary ruling

Why the Fiduciary Ruling Matters

The much talked about Fiduciary Ruling expected from the Department of Labor has been delayed until July 1st, 2019. Now, I understand some of the reason for the delay. I even have a client who is an attorney for a major insurance company, and this person is leading the task for the company in dealing with DOL alternatives. Obviously, there are some issues when it comes to this ruling. After all, we have FINRA, the SEC, and now the DOL already involved. So when you add the 50 states with various interpretations of the rules of all three different regulatory bodies, what we really have is a mess. Here’s why I’m on a rant about it though.
November 5, 2017
overpaying an advisor

4 Tips to Keep from Overpaying an Advisor

When it comes to frugality, most people would agree being thrifty is usually a good character trait. However, when it comes to your financial future that probably isn’t the best area to skimp. With more and more people turning to financial advisors, there are still many that chose to go at it alone. Some believe they can handle it all their own, while others are simply scared of how much it will cost them. They fear overpaying an advisor.
October 31, 2017

Tips for Effectively Communicating with Your Financial Advisor

Sometimes when dealing with someone you consider an expert, it may seem overwhelming to question what they are telling you—especially when that person is your financial advisor. However, we are all human and make mistakes. Questioning can lead to many great discussions and help keep communication channels open. So how do you properly question your advisor without coming across the wrong way?