Entries by Guest Contributor

Calculating Your Assets Under Management

  Every year, Registered Investment Advisory firms must calculate their Assets Under Management as a part of their annual ADV Update. For firms that focus on Financial Planning, this can pose an interesting dilemma. Where is the line between providing advice on investments, and actually managing the assets? While that line may not always seem […]

Good Financial Reads: Managing Competing Financial Priorities, Investing: A Primer, and More

  Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets. Catch up on some of the latest posts with this week’s […]

Good Financial Reads: Balancing Personal Finance Goals w/ Running Your Business, Student Loans vs. Retirement, and More

  Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets. Catch up on some of the latest posts with this week’s […]

Investment Myth #4: Past Performance = Future Results

This post originally appeared on SwitchPoint Financial Planning.   Despite the disclaimer on every advertisement for an investment product reminding customers that “past performance is no guarantee of future results,” most investors, and sadly many advisors, use past performance as their primary criteria for selecting an investment. Like trying to drive a car by looking […]

The Downsize Dilemma

This post originally appeared on WorthyNest.   When did you last make a big purchase? Was it a home? Car? Furniture? In any case, the decision is rarely easy – short or long-term. Not too long ago, my husband and I were looking to purchase another car. He bought a Kia Optima a few years […]