Over my career, I have been asked and often tried to prove my value as an advisor to my clients. When I was younger, I used to subscribe to the notion that our ability to outperform the markets by better stock picking or performance was the actual value. As I have aged in my career […]
The True Value of an Advisor Read More »
Imagine you’re building a collection of items that are meant to keep your life secure. You start with the essentials, adding what’s necessary to protect you from the unexpected. But soon, you keep adding more and more items, thinking each will make you safer. Before you know it, you’ve created a mess of clutter and
Over-Diversification in Investment Portfolios Read More »
Every individual has had to deal with taxes upon joining the workforce. For some, they learn around the ripe age of 16. For others, their first taxable wages appear after graduating college. Regardless of when you’re first taxed, it’s something that will happen, likely, until the day you die. The frustrating aspects usually surround the
Tax Efficiency Thru Inflationary Period Q&A Session Read More »
Navigating finances as a couple can be challenging. It’s not just about managing money—it’s about aligning your wants, goals, and unspoken expectations. As a financial advisor, I’ve seen how crucial communication is in this process. First, I always tell couples: Plan together. Even if one person primarily handles the finances, both partners should be involved
Role of Communication in Managing Finances as a Couple Read More »
In the spirit of Valentine’s Day, let’s talk about a relationship topic that’s less about roses and chocolates, and more about cents and sensibility: managing finances as a couple. Financial Planner Nicole Baker gives us the lowdown on how to navigate the less romantic, but equally important, aspect of love: money. First off, the big
Love, Money, and Everything In-Between Navigating Finances with Your Valentine Read More »
