What to Look For In a Financial Advisor

When you’re looking for a financial advisor, you might find that this industry is constantly changing. Robo-advisors are becoming a more popular choice for tech-savvy investors. Something to keep in mind, however, is that these bots are strictly mathematical. If you are looking for a relationship with your advisors, these robots won’t make the cut.  Read more ➝

two clients sitting with and talking about finances with their advisor

Simple Checklist for Choosing to Work with a Fiduciary Advisor or a Suitable Salesperson

We work with our clients as a trusted fiduciary advisor. Who are the clients we work with best?  Below we provide 2 sets of descriptions of clients who might work well with us – along with those that might be better served elsewhere. Choose a Trusted Fiduciary Advisor if you care about these issues: You  Read more ➝

one care next to the same remodeled version

Value Vs. Price: The Difference Between Celebrating Your Anniversary at McDonald’s Vs. Morton’s

Should you be price-conscious or value-aware? It depends. When it comes to things where quality and depth of service do not matter, one might focus exclusively on price.  For example, consider health care.  If all you need is a bandage for a minor cut, then you might simply want to buy the cheapest generic bandages  Read more ➝