Alphabet Soup of Credentials and Chauffeur Knowledge
Our industry does a terrible job of helping the public understand the difference amongst each firm or people’s primary function.
Hindsight Thinking
Have you ever thought to yourself “I knew that was going to happen” when it comes to your investments?
Few and Far Between
When you look at the financial advice-giving landscape, there can be a lot of confusing titles given to individuals.
Finding the Right Financial Planner
No matter how young or old, everyone should meet (at some point) with a financial planner.
THE PATHOLOGY OF A FIXED INCOME (BOND) INVESTOR
My interest, for this essay, is in the determination of the process or the causes of the Fixed Income investor’s mindset.
IS THERE VALUE IN HIRING A FINANCIAL PLANNER?
Years of experience have prepared us to guide you through your life transitions.
STOP FOCUSING ON THE NOISE
What I will describe is focusing on the Unknowable vs. Knowable - a key to long-term investor success.
Financial Planning for CPAs
Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.
CPA Resources
We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.