Get Matched to Your Ideal Financial Advisor

By Brian Littlejohn If you’re the beneficiary of a windfall, you may want to protect your assets as friends, family members, and opportunists … [Read More...] about Asset Protection for Sudden Wealth Beneficiaries

By Lee Sherman Credit card debt can destroy your good credit rating. But not if you get rid of it first. With the right strategy you will increase … [Read More...] about How to Eliminate Credit Card Debt

By Peter Mastrantuono The origin of socially responsible investing, aka ESG (Environmental, Social and Governance) investing, reaches back to this … [Read More...] about Faith-Based Investing: Chapter and Verse

By Nicholas W. Stuller Investors often ask is what is better for an investor, an advisor that takes investment discretion, meaning the advisor … [Read More...] about Pros and Cons of Fully Delegating to Your Advisor

By Lee Sherman When doing your financial planning, it’s a fair bet that you haven’t given much thought to where your assets are kept. For many … [Read More...] about Understanding the Role of an Advisor’s Custodian

By Peter Mastrantuono Perform an internet search on “weekly dividend stock portfolio” and you’ll get a surprising amount of written and video … [Read More...] about Letting the Dividend Tail Wag the Investment Dog?

By Thomas Kostigen Food prices are soaring. Food inflation has broken records in recent months, hitting all-time highs in August because already … [Read More...] about Should You Invest in Food?

By Lee Sherman Since life insurance benefits go directly to the beneficiary named in the policy and never become part of the deceased’s estate, … [Read More...] about How to Claim Life Insurance Benefits

By Peter Mastrantuono Last year there were 3,902 arbitration cases initiated by individual investors against their broker. The three top investor … [Read More...] about 7 Tips for Resolving Investor Disputes

By Brian Littlejohn Your family’s legacy is as much about providing for future generations financially as it is about shaping how you wish to be … [Read More...] about 3 Steps for Establishing a Successful Family Legacy

By Thomas Kostigen Which company will come out on top in the race to sell the most electric vehicles? Ford is focused on an EV future, and … [Read More...] about Who’ll Win the EV Race?

By Lee Sherman The more cynical among you immediately recognize that emotion can play an out-sized role in how successful you are as an investor. … [Read More...] about Does Behavioral Finance Affect You?