Blog

News and insights to help you be a Trusted Financial Expert.

rate of return

Even Warren Buffet Agrees … Access to Capital is More Important than Rate of Return

A recent Yahoo Finance article stated that Warren Buffett would prefer access to capital so he can take advantage of ...
Read post →
what do you do

How Do You Answer the Question, “What do you do?”

One of the most important questions you will ever be asked is “What do you do?” And hopefully your answer ...
Read post →
Why havent I heard this before

How to answer the question, Why haven’t I heard this before?

Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, ...
Read post →
Qualified plan

5 Reasons why a QP might not be a good account to have in retirement

Many financial advisors encourage their saver clients to contribute to their company’s qualified plan, at least enough to receive the ...
Read post →
Certain uncertainties can erode your clients sense of confidence

Certain Uncertainties Can Erode Your Client’s Sense of Confidence 

The uncertainties your clients face in retirement can erode their sense of confidence. Indeed, according to the 2017 Retirement Confidence ...
Read post →
Retirement can mean different things for different people

Retirement Can Mean Different Things for People

Retirement can have many different meanings. For some, it will be a time to travel and spend time with family ...
Read post →
wants and needs

Needs vs Wants: People Move in the Direction of their Wants

Life insurance has historically been sold by the life insurance carriers as a “need” product.  They start by offering a ...
Read post →
Asset Allocation is a Critical Building Block when Creating a Portfolio

Asset Allocation is a Critical Building Block when Creating a Portfolio

If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from ...
Read post →
Scroll to Top