Wealth Management

Is Paying a Financial Advisor Worth It?

Is Paying a Financial Advisor Worth it Compared to DIY Investing in the S&P 500? A common and fair question we often get is: "Why pay a financial advisor a fee when I could simply invest in the S&P 500 index?" While fees vary depending on assets, let’s use 1% as an example. On the surface, the S&P 500 boasts a strong track record, making that 1% advisory[...] Continue reading

When to Hire or Change a Financial Advisor

Getting serious about your finances can open up a world of thrilling opportunities as well as overwhelming possibilities. With seemingly endless investment options, differing opinions, a market that is constantly in motion, and your own evolving goals, it's natural to need guidance. A skilled financial advisor can serve as a trusted guide on the road to and through[...] Continue reading

How to Merge Corporations

If you’re a business owner looking to position your company for competitive success after you retire, a merger could be your solution. A merger is an opportunity for the company you’ve built to gain fresh momentum for a new era by joining forces with another business. It also allows for restructuring as a way to transition out of your active ownership role. Learn how[...] Continue reading

Sudden Wealth Syndrome

Although everyone wishes to be wealthy, your wealth can be troublesome if it is sudden. The overnight millionaire could be having more troubles than you can imagine. Sudden wealth can cause anxiety, stress, and confusion. If you find yourself in this situation, you may even feel helpless. How do you navigate the problems of sudden wealth syndrome? Professional wealth[...] Continue reading

How to Break up With Your Financial Advisor

Breaking up with a financial advisor can be daunting, but it is not uncommon for investors to need to take this step. Building wealth requires a healthy partnership with an industry professional who aligns with your financial needs. When these needs inevitably change, the best outcome starts by telling your financial advisor you are transferring your portfolio. It is[...] Continue reading