Are You A Financial Expert?
The Financial Industry Regulatory Authority (FINRA) is currently running a study on the financial savviness of the US population. While a majority of people feel they have a good grasp of financial topics, the study shows that is not actually the case. Below are a few of the study highlights: 1 in 5 people are […]
A Dozen Benefits of Financial Planners
Recently, I read a blog article by a Bob Seawright titled, “Financial Advice: A Top Ten List”. The article describes how financial planners provide clients with a far greater benefit than just investment returns. Bob provided an excellent list of ancillary benefits. His list is spot-on and a worthy read by anyone considering a financial […]
