Advisers

HOW IMPORTANT IS CANDOR, OR AN HONEST MESSAGE, WHEN YOU DETERMINE WHERE AND HOW TO INVEST?  The value of candor in the financial services industry came up in a recent interview with Jack Bogle, [...]

WHEN YOU’RE READY!  While it may seem obvious that we would all benefit from having an ongoing financial plan throughout our lives, many people don’t have one. Some have never gotten [...]

BY USING VANGUARD FUNDS, I think my clients will have a higher likelihood of having more money in their accounts in the future than if they use comparable investments from other mutual fund [...]

IS THIS AN INTERESTING OR PROVOCATIVE QUESTION? When do people concede their hopes for the future? How does it happen?  Certainly how a retiree, or an aging person, views their future will have a [...]

BECAUSE SHE WOULD RECOMMEND THAT YOU USE THE VANGUARD TOTAL STOCK MARKET INDEX FUND!  While we don’t normally talk much business, she recently sent me a link to a story referencing this [...]

IT WOULDN’T KILL YOU TO SACRIFICE TWO HOURS A YEAR, WOULD IT?  What would that amount to?  One movie?  A couple of TV shows?  Some useless time surfing the web? Watching your local sports [...]

SO, YOUR INVESTMENTS ARE DOING WELL.  The “markets” have been going up for several years – they are on a roll.  We are in the midst of one of the best periods of investment [...]

It may not be, when can I retire?  Or where should I invest?  Or how much insurance do I need?  Or should we pay off our debt first before investing? Or any other question related to your [...]

Have you ever asked an adviser this question?  Or thought an adviser is capable of watching the markets and doing this for you?  This might be the most recurring question that I have heard from [...]

The latest trick being used by many financial advisors and firms to get you to invest with them or buy their crappy products to provide value to their clients is to imply that they can help you [...]