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Why Do I Need an Advisor ?
You're Not Alone

You're Not Alone

If you think you need to learn more about investing, you're in good company. In a recent poll, 97 percent of American investors said it was important to increase their investment knowledge. Almost half said they could have avoided a negative experience in the market if they had known more about investing 1. In the old days, many workers retired at age 65 with a gold watch and a... more

Why Not Skip Using an Advisor

Why Not Skip Using an Advisor

Q: If it is true that most investors do not match the returns of the overall market, why not surrender to an "index fund," and make life simple? On the surface, logic may appear to support such an undertaking, but the more you know about the investment process, and how people approach it in real life, the more you will realize that such a plan may be unsound, and therefore not successful. Good... more

Why Do I Need a Financial Planner? 
Every so often almost every one of us tries to be a do-it-yourself expert

Why Do I Need a Financial Planner? Every so often almost every one of us tries to be a do-it-yourself expert

Every so often almost every one of us tries to be a do-it-yourself expert. Lots of us have tried to change the oil in our cars ourselves. The one time I tried that, it cost me $241.95. Most of us have tried our hand at carpentry. Some of us have been brave enough to hold a book in one hand and a wrench in the other as a leaky pipe spit water on our foreheads. Generally, however, we call in... more