I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes on how investment professionals will be regulated. Instead, I saw more news about China trade, the potential for Federal Reserve action and other bits of economic data that are also important issues, but not directly… Continue reading SEC’s Decision Hinders the Transformation of Financial Advice
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult children seeking (multiple?) degrees or grounded by a lack of available jobs and aging parents needing care and support, these clients are finding themselves having to keep multiple generations afloat, often… Continue reading Financially Sandwiched Generation
Bits of Wisdom from Mom – Adam Werner I know a lot of us have those little bits of wisdom that get passed down from generation to generation. Here are some from my Mom that stuck with me and that I find myself repeating to my own kids now, too. “Why lie when the truth… Continue reading Celebrating Mother’s Day
Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay for it(!) Much to the dismay of traditional brokerage houses and traditional financial advisors. We offer advice too but happen to have strong opinions on what… Continue reading Free Investment Advice Just For You (In 400 Words)