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November 11, 2014 in Advisor Role, Fiduciary, The Worth of Sage Advice Series
In a recent post, “Obvious Man Takes on the Wealth Advisor World,” we introduced a subject of obvious interest to us: the value we believe a financial advisor can bring to helping you manage the wealth of your life. We also promised to provide additional information throughout November to justify the claim. Today, we’ll cover why we feel most investors should find such an advisor versus going it alone. In...

November 4, 2014 in Advisor Role, Fiduciary, The Worth of Sage Advice Series
Let’s begin by dispensing with the obvious. As financial advisors, we’ve got some serious skin in the game when we propose that there is great value to be had by turning to a financial advisor to help you manage the wealth of your life. Still, just because a statement is obvious, doesn’t necessarily mean it’s not worth saying anyway. If you don’t believe us, take it from Non Sequitur’s “Obvious Man,”...

July 31, 2013 in Advisor Role, Serendipity
From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff. Our idea of “exciting” is a controversy unleashed last December, when the National Association of Financial Professionals (NAPFA) announced that members of their professional ranks now must be CERTIFIED FINANCIAL PLANNER™ certificants who hold the CFP®...