Wealth Management Blog

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Is Your Financial Advisor a Giver, Taker, or Matcher?

Is Your Financial Advisor a Giver, Taker, or Matcher? One of my favorite books I’ve recently read is Give and Take by Adam Grant. In this New York Times bestseller, Grant discusses the three different personality types in terms of how they treat others and identifies...

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4 Signs You Are an Emotional Investor

Emotions are part of being human and come in useful in a number of situations. Being emotional when you attend your first daughter’s wedding, for example, is natural and means you’ve formed a deep connection with your child. However, emotions can often disrupt other...

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The Fee-Only Advisor Model

The Fee-Only Advisor Model: What It Is and Why Your Advisor Should Be Using It Do you know what you pay your financial advisor for every transaction you make? Does this affect your level of trust in them? Do you ever get the feeling you are being ‘sold to’ instead of...

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Know Thyself

The Best Financial Advice I’ve Ever Given: Know Thyself   As a financial advisor, I get asked a lot about the best piece of advice I could give someone to help them succeed financially. I think most people who ask this question are expecting a great stock tip or that...

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The Futile Practice of Worrying

One of the mottos I live my life by is that optimism is the only realism. I am, by nature, an optimist, which has created quite a few interesting scenarios in a field that seems to be dominated by pessimists. Many financial planners seem to think that projecting...

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