The Financial Planning Blog
Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.
Investing is deceptively simple, but it sure isn’t easy. Recently, we finished teaching “Gearing Up for the Next Market Crash. It’s part of this year’s series of our wealth mastery and investor education classes to help people at every stage of life invest smarter. We always aim to give our students nuggets of wisdom gleaned from academic research, instead of the wolves of Wall Street so they know what to do when they encounter the next hot investing tip and media frenzy fed to us all day, every day.
It reinforces the message that our firm is doing what we say we’re doing for you...your money is where it’s supposed to be and doing what it is supposed to do. Why Financial Advisors Who Offer GIPS-Compliant Investments Earn More Trust The Global Investment Performance Standards (GIPS) have become a symbol of confidence within the investment and financial advisory industry. In an arena where consumers have become more apprehensive – or darn right cynical – this ethical set of standardized, industry-wide principles helps investors decide which investments they will choose - those from a compliant and therefore transparent source, or those that may not be.
Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!
We live in an “OMG” world, where people have the tendency to make immediate and rash decisions based on limited information. No more is this true than in the stock market and investing world.
Stock markets (and their movements) are often a mystery to the average investor, and that mystery can often create fear. After all, in roughly 30 years, we’ve experienced three major stock market crashes, and they are all surprisingly similar.
With something as important as our financial security, investing myths pose a serious threat to your future wealth. And as long as investors believe in harmful myths, they run the risk of damaging their way of life.
Successful investing depends on a number of factors, but perhaps none is more important than an investment portfolio built around your goals, preferences, and risk tolerance. Many money management and retirement planning tools aim to give investors a platform to gain the insight they need.