Category: Financial Planning
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Why our relationship should be based on trust
R Persichitte was featured in an article in Investor’s Business Daily about trust and client relationships.
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Denver’s Pension is getting worse…and that’s before the bear market.
Denver’s pension fund is having trouble keeping up with what it owes it’s employees.
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Is 2022 as bad as 2008?
Things look bad when we are in them, but it takes time to step back and look at our situation with a broader perspective.
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Should I try to time the stock market?
Timing the market wrong can have a big impact on your future.
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How advisors add value
In Vagnuard’s groundbreaking research, they find that an advisor’s true value is from the more boring elements of financial planning. They list the top five quantifiable ways that advisors can save client’s money: Behavioral coaching Encouraging clients to stick with their financial plan (even when the markets can feel scary) saved the clients in the…
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Dealing with the crypto slump
Crypto can be part of a portfolio, but only if you understand the risks.
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The Future of Financial Planning
The future of technology in financial planning will focus on optimizing plans, not replacing humans.