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Five Things You Should Expect From Your Financial Advisor

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.  For most clients, it has much less to do with pricing or investment performance than it has to do with the fulfillment of promises and commitments made at the outset of the relationship.

In Search of the Right Financial Advisor

The challenge for most people today is finding the right financial advisor. The sheer number of financial professionals holding themselves out as “financial advisors,” makes it a daunting task at best. It is easier if you know what to look for, but that requires an acute sense of what exactly you want from an advisory relationship.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security.  Our lives are nothing more than a culmination of the decisions we make each day.  If we tend to make more bad decisions than good decisions (or worse, if we can’t make decisions at all), it should be no surprise when financial security  remains elusive.

The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

The Very High Cost of Waiting to Save for Retirement

Investment Planning for an Uncertain World

Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world.

Planning a Family: What to Save for Right Now

Planning for Long Term Care

Have a Long-Term Goal? Financial Planning Can Help You Get There

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long-term goals that, just a few years ago, may have seemed out of reach.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information, has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

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