Monthly Archives: June 2016

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5 things you should expect from your financial advisor

You should expect your financial advisor to have in place a clearly defined process for working with you to develop and implement your investment strategy. You know you’ve found the right financial advisor when that process includes, at a minimum, these five elements...

Our biggest financial challenges are often self-inflicted

When it comes to finances and investment decisions, many people are not wired to be able to make decisions dispassionately, without emotions clouding their reasoning; and that’s when people tend to make the most behavioral mistakes with their financial decisions. Understanding these behavioral mistakes and how to avoid them is crucial to achieving financial security.