At some point, most investors face the same dilemma: should you manage your money yourself or hire a professional to help you? As a financial planner, I am biased towards suggesting that investors seek out help. That being said, let me share a quick story to give more...
As the stock market continues to reach new highs, it’s tempting to think about the possibility of buying and selling at just the right moment. Here’s a dirty little secret that most of the investment industry doesn’t want you to know: Time is more important than...
Five years ago, my wife and I found out we were having our first baby. This thrilling moment in our marriage was quickly followed by the sobering realization of the costs involved in raising a child. Many people receive help from family, friends and baby...
I was recently named by Financial Advisor Magazine as a Young Advisor to Watch. I am honored to be included among such an impressive group of people. You can read the full article here and check out what Plancorp had to say...
People change advisors all the time, but they don’t always consider the various costs they incur in the process. Some costs may be unavoidable if you want to make a change or follow your preferred advisor to a new firm; however, you can take some proactive steps with...
