These days it’s easier than ever to access a top-notch investment portfolio that’s likely to outperform just about everyone else, including the professionals. Which means that in many cases, paying an investment advisor is a waste of money. But there are certain situations in which it can be worth it, including these six…Read more…
Should You Invest with a Robo-Advisor?
Posted May 3, 2016
Robo-advisors have broken onto the investment scene in a big way over the past few years, promising state-of-the-art investment portfolios with rock-bottom fees, no matter how much money you have to invest. But are they right for you? Let’s break down the pros, cons, and alternatives to help you decide.Read more…
How to Find the Right Financial Planner for YOU
Posted February 24, 2015
You like the idea of working with a financial planner, but you have no idea how to go about finding the right one for your situation. Well in this post I’ll show you how to find a financial planner who can help you achieve your financial goals, at a cost you can afford, no matter where you’re starting from.Read more…
Should You Hire a Financial Planner or Do It Yourself?
Posted February 17, 2015
You’re ready to get your financial life in order, but now you face a big question: should you hire a financial planner or do it yourself? There are good arguments on both sides, and in this post we’ll break down both options so that you can make a more informed decision and eventually put your family in the best financial situation possible.Read more…
How to Make Your Own Personal Financial Plan
Posted February 10, 2015
If you want to create your own personal financial plan, this post is going to help you do it. In fact, I’m going to lead you through the exact process I use when I work one-on-one with clients. So here it is: how I go from not knowing a client to creating a financial plan that allows them to live the life they want.Read more…
