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Articles tagged: Advisors
Understanding Behavioral Finance and Your Financial Advisor’s Biases
Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?
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Choosing a Financial Planning Advisor: No Magic Involved
Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch your money disappear.
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Veteran-Owned Businesses Make All Kinds of Sense
Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.
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Using a Travel Agent Costs Nothing but Improves Everything
Using a Travel Agent to Plan a Trip is a Necessity Not a Luxury You know taking a vacation is great for your long-term job performance, stress levels, and overall […]
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Advice for Securing Your First Board Seat
Obtaining a board seat was already difficult but has become more challenging over the years because of how highly competitive it is. Find out what steps you can take to best prepare yourself.
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The Complexity of Real Estate Investment Partnerships
Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional.
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The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?
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The Doctor and the Drug Dealer: A Parable of Registered Investment Advisers and Broker-Dealers
“Regulation Best Interest” and the Growing Concern for Conflicts of Interest While having drinks with David Colton of Gresham Partners, LLC, he made an interesting analogy to describe the fiduciary […]
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The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice
What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers […]
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Don’t Get Emotional: The Reason for a Sluggish Average Investor Return
Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.
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