If you have been considering the importance of a personal investment policy statement for the financial future of your family, you might be thinking about starting one. Creating a Personal Investment Policy can be a lot of work, but it is..
The financial services industry spends lots of time talking about the personal financial plan, and how everybody should have one. They spend far less time on the other document widely recommended by financial pros, the “personal investment..
In support of the whitepaper... NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor. Look for signs of evasion, and..
First, an anecdote. Names and a few minor details have been changed to protect the innocent. Otherwise, this is a true story. A friend of mine, in the summer just after we graduated from college, went on a cross-country drive in an attempt..
Investment policy and financial planning is a process that goes beyond the math, into issues of perception. When going through the investment policy and financial planning process, we occasionally get the question, “Haven’t we answered..
Choosing a Financial Advisor (white paper excerpt) In our soon-to-be-published white paper, “Redefining How to Choose a Financial Advisor” we follow a train of thought from a common method for finding an advisor, starting with a..
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