This is the third part of a six part series to help simplify your search for a financial advisor. Our second installment discussed I Need a Financial Advisor – What’s Next? When you start looking for a financial advisor, one Read more…
This week’s top reads are about the guiding principles behind financial decisions. In the personal finance section, Tadas Viskanta of Abnormal Returns discusses the importance of a written investment plan, The Accumulator shares why you need to define your investment Read more…
This is the second part of a six part series to help simplify your search for a financial advisor. Our first article discussed When Do You Need a Financial Advisor? There are several different factors to consider when you’re looking Read more…
This week’s top reads are all about staying in the game – with your finances and in your career. In the personal finance section: Tony Isola talks about the importance of staying in your investing lane after a recent market Read more…
So you’ve been thinking about your finances or investing some money, but you’re not quite sure what to do. One of the options you might be considering is working with a financial advisor. But how do you know if that’s Read more…
When you’re looking for the right financial advisor, it’s important to find someone you’re comfortable with and can trust. After all, you’ll be counting on them to manage your money and give you sound advice! Over the next several weeks Read more…
This week’s top reads are primarily focused on the role of behavioral economics in our financial lives. In the Personal Finance section, David Gal dives into the reasons the field of behavioral economics has become so popular, Robin Powell interviews Read more…
If your husband just passed away, you might be lost for what do next, especially when it comes to your personal finances. The big question you might have in your mind is whether you have enough to live on. “Nobody Read more…
This week’s top reads articles have a sharp focus on the realities of retiring. In the personal finance section, Bob Seawright discusses the importance of listening to our loved ones’ financial advice as we age, Jeff Bush shares how to Read more…
Starting the homebuying process can be like taking a crash course in a different language, especially if you’ve never bought before. There are so many unique variables and possibilities, it’s almost impossible to have a complete grasp on the intricacies Read more…
This week’s top reads are all about purposeful spending and saving your money mindfully. In the personal finance section, Blair duQuesnay encourages us to evaluate whether we are spending purposefully and in such a way that brings us joy. Michael Read more…
“What makes money different for LGBTQ people than for everyone else?” This is a common question we get when talking with the general population about money. The fundamentals of money are the same for everyone, regardless of sexual orientation or Read more…
A few weeks ago, Aretha Franklin died. Her passing made headlines, as the Queen of Soul had only recently been diagnosed with cancer. Her death only became news because she left behind no will, despite having millions in assets and Read more…
This week’s top reads articles are all about challenges and strategies to help you work through them. In the personal finance section: Carl Richards provides three ways you can protect your most valuable investment, Tim Maurer suggests 10 places to Read more…
Most investors know that financial advisors can do more than just help them populate and manage an investment portfolio in preparation for retirement, set up estate plans, and value your assets and risks. But it’s often not until a client Read more…
With even the youngest Baby Boomers entering their mid-fifties and the oldest entering their mid-seventies, Baby Boomer retirement is a popular topic in financial circles today. However, for the Baby Boomers who are LGBT, retirement often looks different than the Read more…
This week’s top reads collection is diverse and packed with useful information for financial advisors and entrepreneurs alike. In the personal finance section, Carl Richards shares why money is so emotional, Ben Carlson lists 10 money revelations he’s learned from Read more…
Breaking up is hard to do. Same as with a significant other, ending a long-standing relationship with your financial advisor can be complex, painful, and expensive. But lately, you can’t escape the feeling it’s just not working any more. Is Read more…
If you’re like most people, you might promise yourself, year after year, that you’ll really get your finances in order one day. Perhaps one day never comes because you’re not quite sure 1) what financial order really looks like and Read more…
This week’s top reads are full of personal finance inspiration and juicy nuggets of information. In the first section we have simple phrases to stimulate deep thought, insight on what helps and hurts investment returns on any portfolio, and how Read more…
Higher-income investors and those who have become millionaires—with seven-figure investment accounts, excluding their primary home’s value—become known as so-called “accredited investors.” These investors can tap a variety of higher-risk, higher-reward investment opportunities unavailable to the general public. But financial advisors Read more…
As a financial advisor, I strategize every day on how my clients can meet their financial goals. One major aspect to making this work is – what are you spending? At first, it surprised me to see how few people Read more…
The hope of marriage is that it brings two people together as one, but that math can sometimes be expensive as many recently married, same-sex couples have learned since June 2015. If you’re a couple with an income gap, here’s Read more…
This week’s top reads dive deep into our drive to save money and how becoming consumed by that can take its toll, leaving us wealthier, not happier. The personal finance section includes a comprehensive article on retirement and why we Read more…