6 Reasons to See Your Financial Planner Right Away

 

The partnership with a Financial Planner can go a long way in order to keep things on track, make you feel more at ease and give an opinion that is more objective on your progress to the goals that you’ve set.Our recent post Why You Should Partner With a Financial Planner (Even if You’re a Pro) covered some of these topics in more depth. During this partnership there should be periodic collaboration to spot check where things stand and make sure everything is on track while resolving any questions or concerns. However,sometimes there are instances that should have you pick up the phone and set up an appointment sooner than later that we will cover here. Continue reading “6 Reasons to See Your Financial Planner Right Away”

Why You Should Partner with a Financial Planner (Even if You’re a Pro)

 

Partnering with a financial planning professional offers much more than just the Financial Plan itself. Taking the time to invest in this relationship creates strength in many ways that you may not often times associate with engaging a financial planner, and in today’s article we are going to look at a few of those ways. Continue reading “Why You Should Partner with a Financial Planner (Even if You’re a Pro)”

Why Your Goals are the Only Index to Measure Against

What is an Index (or Benchmark)?

The term “Index” is widely used in financial conversations, publications and news broadcasts. Often the conversation goes something like “Investment X is outpacing the S&P 500 Index year to date”, however what does this really mean to the average investor? Indexes are the reflection of a segment of the financial markets such as: S&P 500, Dow Jones Industrial Average, Nasdaq Composite and Barclay’s Capital Aggregate Bond Index. These are only a very small sampling of the indexes available both Domestically and Internationally, what they tell us is the relative performance of the companies or bonds that they track. Continue reading “Why Your Goals are the Only Index to Measure Against”