Financial Planning Profession
What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when an investor works with an advisor and receives...
Financial Planning Profession, Investing
People often ask me if they should use robo-advisors for their financial planning needs. Like most topics in personal finance, there is not a clear answer. As a financial advisor who wants to grow his own practice, a technology enthusiast, and a person who wants to...
Financial Planning Profession
In a previous article, I show how wealth has the potential to grow exponentially over time. When I meet clients, I sometimes draw a “wealth curve” chart like the one above to illustrate this point. In a perfect mathematical world, your personal wealth curve will grow...
Financial Planning Profession
As a financial planner, I advise people from all walks of life. This includes high level professionals such as physicians, attorneys, engineers, accountants, etc. In addition, I counsel people who are starting out their careers in various fields. Consequently, I...
Financial Planning Profession
Many people rely on financial advisors to help create a plan to meet short-term and long-term goals. This makes sense. After all, when you need a broken toilet fixed, you call a plumber. If you are feeling sick, you go to the doctor. Unfortunately, there is a bit of...
Financial Planning Profession
A financial advisor can help you with everything from creating a financial plan to managing and building wealth. Finding a good financial advisor match is easier said than done. No two financial advisors are the same. Therefore, you need to do your homework to ensure...
