Financial planners help clients achieve financial goals by providing advice on how best to save, invest, and grow assets. Anyone can hang out a shingle as a financial advisor, but that does not make them an expert. Don’t confuse a financial planner with a stockbroker, who is usually contacted for

Anyone can call themselves a financial advisor.  It is often hard for an investor to understand how to choose a competent financial planner.  With hundreds of certifications, they may also have an alphabet soup behind their name. However, CFP® (Certified Financial Planner) is the most significant financial planning credential. A

Investors have trouble keeping perspective of investing for the long-term after a decade of underachieving returns, volatility, and the recent slowing down of the economy. The psychology of investing dictates that investors remember periods of declining returns and the most recent economy rather than periods of high growth and the

The week following the debt ceiling agreement produced a decline in the stock market along with record setting volatility. The DOW closed up or down over 400 points for four straight days for the first time in the over 110 year history of the index. This led many investors scrambling

Introduction Often, individuals with substantial accumulations manage their own money or work with a financial advisor more inclined to sell a product than add value. Many of these individuals are “leaving” money on the table. However, this opportunity cost lost is often not realized. Here are the biggest mistakes made