Choosing a Financial Planner
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…
What is a Certified Financial Planner (CFP®)?
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…
Keeping Perspective
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…
Investing in a Volatile Market
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…
Mistakes Made by Investors with Wealth
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…
Socially Responsible Investing – An Overview
Why Should I Care? Petrochina Company Limited is the largest oil producer in China and has the largest market capitalization of any company in the world. Petrochina’s stock is traded…
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