Net Worth and Fee Only Pricing: What You Need to Know
A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]
Read ArticleChoosing a Financial Planner
Choosing a Financial Planner Last time you considered working with a financial planner and stepped back to evaluate your wealth, what did you look at? If you’re like most people, it probably included taking inventory on your savings and checking balances, your investment accounts, your expenses, and other things of monetary value. You’re not alone. […]
Read ArticleSet Your Kids Up for Financial Success: The Fun Way to Teach Investments
Prepping your kids for a life of financial literacy and an understanding of investing (beyond the standard talk of allowances and savings accounts) is crucial to their financial stability and success in the long run. With the amount of resources on the market today, it’s literally never too early to start — and with your […]
Read ArticleFantasy sports & financial planning: Capitalizing on skill over luck
Fantasy sports & financial planning: Capitalizing on skill over luck As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]
Read ArticlePreserving Your True Wealth
Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]
Read ArticleHow to Read the Panicky Market
Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their Bloomberg […]
Read ArticleThe Basics of Property and Casualty Coverage
Christopher Van Slyke and Scott Obrien of WorthPointe interview Allstate’s Melissa Fleming about the basics of property and casualty coverage:
Read ArticleWhy Some Uber Drivers Are Losing Money
COST DEPRECIATION, CARS, AND UBER As a Certified Financial Planner® professional, I’ve been talking with clients about cost depreciation for years. The concept can be a little difficult to grasp, but it’s perhaps most clear when discussing automobiles, new cars in particular. Surely you’ve heard that when you drive your new car off the lot, […]
Read ArticleGolf Gadgets and Financial Planning
It takes quite a bit of effort to understand the world of golf; it’s a hard thing to learn and it requires a never-ending journey to get better. The same could be said for financial planning… Like many amateur golfers, I watch a lot of late-night TV on the Golf Channel. I’m often convinced to […]
Read ArticleWall Street Journal – “Five Popular – but Dangerous – Investments for Individuals” – Christopher Van Slyke
Christopher Van Slyke is quoted in the Wall Street Journal again this week: Five Popular – but Dangerous – Investments for Individuals
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