Is Your Advisor a Part-Time Fiduciary?

When you visit a doctor, you probably assume that he/she must do what is in your best interests and not what maximizes that doctor’s income. And you would be correct. Unfortunately, the same cannot be said with financial advisors. Being a fiduciary means that an advisor must legally put the client’s interests first.

The Active Passive Powerhouse

For years it has been assumed that you have to be either an active or passive investor. It is also assumed (depending on which camp you're in) that one is better than the other. In my opinion, the argument over active vs. passive management can be put squarely to bed. And the answer to which investing strategy we use is...Both. This is called evidence-based investing, and it is a strategy used by a company whose funds we are extremely fortunate to use on our clients' behalf ---Dimensional Fund Advisors (DFA).

Five Things to Consider for Financial Success

The desire to achieve financial success is universal, but the way to accomplish it is unique to every individual. Identifying your objectives and creating the path to achieve them takes time, discipline and courage. However, the rewards for doing so can ultimately be true financial security and peace of mind.

The Essential Elements for Successful Family Wealth Transfers

It is inevitable; we get older every day. The time to begin the planning for the next generation is now.

Post Brexit Referendum

Current headlines really should refer to the "post-Brexit referendum," because only the referendum is done. In it, a narrow majority of U.K. voters called for a disunion from the EU, but any actual Brexit is likely to be playing out for years to come. Only then will we be truly "post-Brexit."

How Many Clients Does Your Advisor Work With?

How Barron's Top 1,200 financial advisors effectively serve 521 clients? We have clients from these firms coming to our firm every month looking for a better solution.

The Best Ways to Buy Happiness

A recent study by the University of Michigan economists Betsey Stevenson and Justin Wolfers, examining data from more than 150 countries using World Bank data, has shed new light on the interaction between happiness and the size of your bank account. Their first conclusion: the more money you have, the happier you tend to be, regardless of where you are on the income spectrum. They also concluded that multi-millionaires don't think of themselves as "rich."

Take Steps to Get the Most Out of Your 401(k)

How much money you have in your 401(k) account when you retire depends in part on how you handle it (the choices you make), having a solid plan for managing it and the degree of discipline you bring to this challenge.

Avoid These Mistakes When Seeking a Mortgage

Finding an affordable home you like is only half the battle. The other half is getting a suitable mortgage at a suitable cost.

Private Wealth Management Insights

Is Your Advisor a Part-Time Fiduciary?

The Active Passive Powerhouse

Five Things to Consider for Financial Success

The Essential Elements for Successful Family Wealth Transfers

Post Brexit Referendum

How Many Clients Does Your Advisor Work With?

The Best Ways to Buy Happiness

Take Steps to Get the Most Out of Your 401(k)

Avoid These Mistakes When Seeking a Mortgage

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