Older millennials—the generation born between 1983 and 2000—might struggle to find an advisor who genuinely understands their needs.

When investing, it helps to take the long view.

“To give investors the proper perspective on long-term investing in stocks, I like to show them the history of the Standard & Poor’s 500 Index (S&P 500).

Two fundamental beliefs at San Francisco-based Mosaic Financial Partners: clients deserve honest, transparent, conflict-free advice to guide them, and planning is best performed continuously

 Give a man a fish and he eats for a day. Teach a man to fish and he eats for a lifetime.

Helping working people save and invest for the future

A financially free and stable future doesn’t require the psychic ability to divine the market’s next dip or growth spurt. Financial freedom instead requires planning, aggressive debt reduction and diligent saving over time.

Clients rarely ask questions about money says one advisor who listens

Investors often pepper advisors with dozens, even hundreds, of questions throughout their relationship. But how many of those questions relate directly to money?
Practically none, according to one advisor.

Difficult financial situations often are fixable

In fact, 72 percent of Americans reported feeling stressed about money, according to an American Psychological Association study.

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