Do you have too many “cooks in the kitchen”? When most new clients come to see me, they may already have several “advisors” but no clear understanding of what they are actually getting advice on. They might have a financial planner from their bank, and perhaps an...
Differentiating from robots and algorithms In this era of robo-advisors and artificial intelligence, it’s easy to believe that the expert, professional flesh-and-blood financial advisor has gone the way of the horse and buggy. It’s even easier to believe if you buy...
Basic tips for a long-lasting relationship with your advisor Right now, the markets are a scary place to be for the do-it-yourself investor. And many are looking to hand over their investment planning and portfolio management to a professional financial planner,...