A MIRACLE OF CONFIDENCE
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….
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.
READING BETWEEN THE LINES: THE EMOTIONLESSNESS OF A CHART
However, the more important question is, “how did the average investor react between the lines?”
PROTECTING YOURSELF FROM THE NEXT MEDIA CRISIS: INFLATION
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?
MARKET TIMING SKILLS OF THE AVERAGE INVESTOR
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...
IF ONLY I’D WAITED
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
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?
What is the Value of a Financial Planner?
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?
FINDING THE RIGHT FINANCIAL PLANNER
Last year brought the need for a financial plan to the forefront of many people’s minds.
THE FAILED INVESTOR
If one were to have invested in the market, for example the S&P 500, on...
FEE ONLY VS. FEE BASED
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.
IS THERE VALUE IN HIRING A FINANCIAL PLANNER?
There are 5 different services that need to be looked at when discussing the value of a planner. And according to research...
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.