One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your finan …
You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your finan …
Whatever it takes “Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me, it will be enough.” Wait, did Fed Chief Jerome Powell really say that? No, he didn’t, but the Federal Reserve’s (The Fed’s) actions seem to have said it for him. Given the sp …
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Things are quickly changing these days. Every time there is a White House briefing or a state governor takes the mic, we brace ourselves for updates—updates that impact our daily lives in a significant way. To say this is a stres …
By Michael Gold, CFP®, MBA Founder and CEO, Wealth Advisor The current state of affairs has made this a scary time for a lot of us, especially if your retirement accounts have taken a hit. Although we don’t know exactly when economic instability or down markets will occur, we can do everyth …
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
