Clients resistant to financial planning? Here are some resources to help.
However, in the backdrop, no one would have ever imagined that a group of College Athletes from the Midwest and East Coast would ignite the Country’s pride with a sporting event….
Our industry does a terrible job of helping the public understand the difference amongst each firm or people’s primary function.
However, the more important question is, “how did the average investor react between the lines?”
Historically, to get the greatest real return (return over inflation) on your monies, you are best to be invested in equities. Period. Don’t believe me?
Are you skilled at guessing where the market will go on a monthly/yearly basis? Have you had the “gut feeling” - lured by the siren song of the financial media...
Although this phrase can cover many areas of life, when it pertains to planning and investing it is synonymous with a principle that is critical to the success or failure of your family’s long-term wealth accumulation.
The seeds of economic growth have been sown – will you reap the benefits or will your emotions, ever corrupted be the media, allow them to be squandered?
It’s a question that’s been and will be asked by clients or prospective clients (at least in their mind) - Are you worth your fee?
Last year brought the need for a financial plan to the forefront of many people’s minds.
If one were to have invested in the market, for example the S&P 500, on...
The difference between the two can be difficult to understand (it even confuses people in our industry) and may not be immediately apparent to most people.
There are 5 different services that need to be looked at when discussing the value of a planner. And according to research...
Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.
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.