Tag: CFP


Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

Don’t know what to do with your money? Here’s how to brush off embarrassment and get help. Marianela Collado shares insights on how you can manage your money like a pro. You may not know a lot about personal finance, but you probably generally know what you want.  Maybe you want to pay down student […]

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To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

Ben Tobias shares insights on how you might maximize your tax plan for paying off debt: If you’re taking the standard deduction, “effectively, all that interest is no longer deductible.” Read the full article at CNBC.   Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only […]

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The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, […]

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Why Incentives Matter: Brokers vs. Fee-Only Advisors

When making a major decision in our lives, whether purchasing a new car, buying our first home, saving for retirement, or investing in our children’s education, we are all looking for the same thing; knowledgeable and unbiased advice.  However, it can sometimes be difficult to know whether the advice we are getting is truly in […]

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Lessons for the Next Crisis

Early October marks the 10-year anniversary of the S&P 500 Index  reaching  its all-time high  before losing more than half its value over the next year and a half during the global financial crisis. In the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank […]

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6 Simple Questions to Ask About Your Financial Advisor’s Standards

Anyone given the power to act on behalf of another person in highly sensitive situations that require the utmost care and integrity may be called a fiduciary. Some favorite examples include: your doctor, your attorney, your banker, or your real estate agent. By that definition, we believe your financial planner should always act as your […]

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The True Value of a Financial Planner

At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage our wealth once we’ve started building our earning power. Time begins to be spread […]

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Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the […]

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The ABCs of Education Savings Accounts

As a parent, your child’s education takes a great deal of attention, direction, and nurturing. What begins with story-time evolves into hours at the kitchen table, parent-teacher conferences, and tutoring. But as his/her skills and mind grows, so should your investment in his/her educational future.   Whether you are starting to think about it the […]

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