Is your Financial Advisor a Fiduciary?

Posted on May 31, 2023
A fiduciary financial advisor is a professional who has a legal and ethical obligation to act in their clients’ best interests. They must prioritize the clients’ interests over their own when providing advice and recommendations. Here are some things a fiduciary financial advisor may do for you: Assess your financial situation: A fiduciary financial advisor […]

How can I determine the right advisor for me?

Posted on May 24, 2023
Choosing an advisor can be an important decision, as it can have a significant impact on your future.  Here are some considerations to help you determine if an advisor is right for you: Your needs: First, consider your needs and what you hope to gain from the advisor. Do you need someone to help you […]

Do stocks provide a hedge against inflation?

Posted on May 16, 2023
  Yes, some stocks can provide some measure of protection against inflation. Companies that have pricing power can increase their prices as inflations rises. (Monopolies and oligopolies have control over their prices as they have no competition) This may increase their profit margins which in turn may boost their stock prices. Companies that pay dividends […]

Crisis De Jour

Posted on March 29, 2023
A couple of weeks ago we learned Silicon Valley Bank, a California lender to technology companies, startups, and venture capital companies, was insolvent and closing shop. Within days the contagion spread to Signature Bank, a New York based institution, which had a run-on deposits that ultimately led to its collapse. In rapid response, the Federal […]

Market Update

Posted on November 14, 2022
“All stock market declines are temporary interruptions of the permanent uptrend.”– Nick Murray From Mike Hard: The above is a quote from Nick Murray. Nick Murray has been a financial advisory professional for more than fifty years. He is one of the industry’s premier speakers, and the author of twelve books for financial services professionals, the latest […]

8 Reasons Why You Should Hire a Financial Advisor

Posted on October 30, 2022
You know it’s important to have a plan for financial success. But making decisions about money and investments can be complicated. If you’re interested in growing your wealth and planning for retirement, you want to make sure you’re getting the best advice for a prosperous financial future. You don’t have to be rich to hire […]

Everything to Consider When Choosing a Financial Advisor

Posted on September 30, 2022
If you’re not an expert in financial matters, you may wonder if hiring a financial advisor is a good idea. Choosing a financial advisor can be a bit daunting. There are many people calling themselves “financial advisors” these days. But not all of them have the qualifications for the job. You want your financial decisions […]

7 Tips for Choosing the Best Wealth Management Firm

Posted on May 08, 2022
Are you thinking about your financial future and how to make the most of your money? If the answer is yes, it may be time to consider the benefits of wealth management. Careful wealth management can impact the preservation and growth of your assets and financial future. Selecting the best wealth management firm for your financial […]

Financial Planning Advice for Retirees: 7 Tips for Living a Financially Healthy Life

Posted on May 01, 2022
A recent report found that 41% of Americans say “it’s going to take a miracle to retire.” Whether you fall in this category or not, financial planning is critical. Even if you have more than enough money to retire comfortably, it’s still important that you practice savvy money planning. If you don’t carry out comprehensive financial planning, your wealth could […]
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