Financial Literacy

Technology can lull millennials into a false sense of security. New online tools and so-called “robo-advisors” flooding the market can provide investors, especially tech-savvy millennials, with valuable information, but also create a false sense of security. Online investment simulators can make growing a modest portfolio by $100,000...

Is New ‘Hybrid’ Advising the Future? The so-called “rob-advisors”—in “man vs. machine” terms—has been the gossip around the water cooler within the financial world,

Lifelong planning begins with basics. Investors often can be overwhelmed by all of the numbers and jargon thrown at them by the advisors, the financial press, and do-it-yourself investor websites.

Building a Financial Foundation from the Ground Up. Most workers no longer remember when pensions were a given in corporate America, and more than half of the country’s working

There seems to be no across-the-board consensus about the level of financial literacy among Millennials and members of Generation X. Depending on what studies you look at, these younger

Software programs might sound easier- but it’s a tough sell. When it comes down to investments and hard-currency, the so-called robo-advisor often falls short of expectations.

Redefining the Investment Experience. Many people live as though they are asleep, drifting through life unaware of their purpose, their reason for being and thus missing their true impact

Viewing his role as a client educator. To those financial advisors who don’t believe a firm can make money on a fee-only basis, charging less than one percent of managed assets – think again.

Coaching Entrepreneurs in Money Management. Nearly half of new businesses fail within the first year, not for lack of owner dedication, but because many entrepreneurs and small business

Teaching clients to rethink fees, embrace alternatives. Full service financial planning is what the two-decade-old Strategic Financial Associates, LLC

Former teacher enjoys schooling clients about financial planning, insurance, philanthropy.

If you can educate clients to a point where they don’t panic whenever the markets fluctuate, then you – as an advisor – have been successful.