- Advisors Staff
Helping investors sort through information overload
Making financial decisions always has been difficult, but the Internet’s democratization of information should allow investors to more easily make informed choices, right?
- Advisors Staff
Seasoned financial pro is still a teacher at heart
Once teacher now financial advisor, educating clients about their own financial situation.
- Advisors Magazine
Don’t Worry, Be Prudent
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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Sep 06, 18:33 pm
Helping investors sort through information overload
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Sep 05, 12:52 pm
Seasoned financial pro is still a teacher at heart
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Aug 16, 14:31 pm
Don’t Worry, Be Prudent
- Hadrian Scott
Fast and easy finance? Not a chance
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...
- Christopher Parks
Man vs. machine
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,
- A.M. Lehner
Simplifying Jargon in a Complex Industry
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.
- A.M. Lehner
Financial Literacy: A Goal-Based Plan
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
- Advisors Staff
Robo-advisors Don’t Have Human Touch
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.
- Advisors Magazine
The Shaman of Wall Street
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
- Advisors Magazine
An Educating Fiduciary
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.
- Advisors Magazine
Fiscal Literacy Builds Better Business
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
- Lori Pizzani
Beyond Financial Planning
Teaching clients to rethink fees, embrace alternatives. Full service financial planning is what the two-decade-old Strategic Financial Associates, LLC
- Lori Pizzani
Catering to Medical Practitioners
Former teacher enjoys schooling clients about financial planning, insurance, philanthropy.
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