Rethinking the Role of an Investment Advisor in 2023
When we think about the role of an investment advisor, it can seem like their job is to predict the future. In truth, no investment advisor (IA) possesses a crystal ball, but the best in the field can excel without one. With a solid basis of research, a deep understanding of financial markets, and a […]
The 5 P’s of Successful Investment Planning
When it comes to creating a personal roadmap for the first time or updating an existing one, I ask my clients to consider the 5 ‘Ps’ of financial planning: -> Purpose – What is the ‘big why’ behind your financial goals? Are you focused on day-to-day income, reducing the need for work in the future, […]
