When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Discovering Your Values […]
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They come from clients, readers, colleagues, friends, family, and more. Some questions are general in nature while others are specific. Either way, there are still little nuggets of information that can be helpful to others. […]
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently on potential returns and trying to predict the future. Instead, focus on what you can control. The biggest risk to investing success is bad investor behavior, not the investment. If you are suffering […]
This is by no means a list of ALL the questions to ask a financial advisor. However, this is a good starting point. Whether you’re currently working with an advisor or considering a new one, don’t be shy about these questions. The financial services industry has changed significantly over the last few years. It’s changing due […]
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They come from clients, readers, colleagues, friends, family, and more. Some questions are general in nature while others are specific. Either way, there are still little nuggets of information that can be helpful to others. […]
What a year it has been! As we say goodbye to 2016, here’s a look back at some of the most popular posts on The Astute Advisor blog. Hopefully you find some of these articles helpful. I love reading your comments and feedback. Please don’t hesitate to reach out. You can reach me via email […]
A Health Savings Account (also known as HSA) is a powerful account that should not be ignored. These were created in 2003 to provide special tax treatment for those with high-deductible health insurance plans. Not everyone is eligible for a Health Savings Account, but if you are, you should really give it a solid look. […]
When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Teachers: Who is […]
When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Robo-Advisors Are Doomed […]
When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Review Your 401(k) […]
