Enhance Today | Enrich Tomorrow
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th,…
Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. This is because financial planners operating under the fiduciary standard are required to put the client’s interest ahead of his…
When researching mutual funds to invest client funds, we evaluate numerous aspects including (just to name a few): corporate culture manager experience compensation research philosophy expenses management ownership Naturally, one of our primary concerns is that fund managers have their interests…
Given current economic conditions, is a weak dollar a good or a bad thing? There are strong opinions on this matter from both sides of the issue. Paul Krugman, an economics professor at Princeton and a columnist for The NY…
The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. This week, Allison and Chad attended the FPA of the Triangle’s 2009 Annual Symposium. One of the presentations by fellow FPA…
Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we are growing. While we enjoy the national attention, we are…
Back in March, many investors were wrestling with the emotions of wanting to preserve whatever money they still had.
There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.
The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.
All data is not created equal. This chart from Chart of the Day would seem to indicate that US stocks are more expensive and overvalued then they’ve ever been. The rest of the story is that the last 12 months of earnings…
To be successful as an investor, you have to know which type of sources you can trust. It’s also helpful, to not let recent past performance color your predictions of where the best future returns will arise. In a recent article…
