Best Brokerage Firms for High Net Worth Are you searching for the best brokerage firms for high net worth so you can effectively invest and maximize your life earnings? Taking time to understand what you’re looking for, what’s out there, and how to determine your best course of action is a smart decision, and we’re … Read more
How to hire an Ultra High Net Worth financial advisor When interviewing potential high-net-worth financial advisors to work on your family’s behalf, you should ask a number of pertinent questions, beyond getting basic contact and bio information, education, and credentials. You want to hire an advisor who is familiar and capable of dealing with individuals … Read more
3 Reasons Why Retirement Calculators Don’t Work or Help You Answer the Biggest Question of Your Latter Years What’s Missing? Examine Your Unpredictable, Controllable, Unavoidable, and Avoidable Retirement Costs How much money do you need before you can safely retire? Almost every budgeting site out there tries to answer this question with retirement calculators. But … Read more
MONEY, MEANING, AND FAMILY A family that clearly cares about itself can build enduring wealth, but it takes dedication and effort. One of the first questions we ask our clients is: “What is important about money to you?” They tend to answer in a superficial way at first, but when we keep revisiting the question, … Read more
My Wealth Article What if, the next time you visit your financial advisor, you don’t ask about your portfolio’s performance? What if instead, you ask your advisor each quarter to give you the latest odds on reaching your long-term goals? Most experienced investors have been trained to focus on their portfolio’s quarterly and annual returns. … Read more
Did you hear the latest about the twin 85-year old Barclay brothers, twin billionaire owners of an island in the English Channel, the Ritz Hotel in London, and many other businesses
One primary reason for this is emotion. We are emotional beings, and emotions tend to make terrible investment decisions. Recently, several research studies have started to explore why and how this is true. Leaning heavily on a terrific summary of some of this research from The Globe and Mail, we’ll be exploring ten emotions that work against … Read more
5 Secrets what about Risk Tolerance Your Advisor Won’t Tell You What Your Wealth Manager Should Be Asking About Instead One of the first things most financial advisors and wealth managers ask potential clients is, “What is your risk tolerance?” This is a loaded question. Behind it lies a whole host of assumptions, guesses, feelings, … Read more
We strongly believe depending on your age and portfolio performance over the last two months,now may be the most critical time to act. IF you want to minimize additional losses and, more importantly, start capturing more of the upside that will eventually come. If you are a high net worth or ultra-high net worth investor around 50to77 … Read more
During a recession, if you have a financial advisor or wealth manager, should you keep them? Should you look for a new one? What should you be able to expect from a wealth manager during the COVID Recession? At the very minimum, you ought to expect your wealth manager be there for you, now more than ever. … Read more
