February 19, 2021
A fee-only financial advisor is compensated only by clients. There are no hidden fees, including commissions for product sales or referrals.
This helpful guide will share why working with a fee-only financial advisor is important.
December 5, 2020
A fiduciary financial advisor is required to act in your best interest… but not all financial advisors serve as a fiduciary.
This helpful guide will share why working with a fiduciary is important and how to know if a financial advisor is a fiduciary.
December 2, 2019
At some point on your financial planning journey you’ll likely ask yourself questions regarding how to build and manage your long-term investing strategy. Trying to answer these questions may be intimidating, but know that you’re not alone. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, to improve your long-term investing strategy.
October 2, 2019
A fiduciary investment advisor can offer expertise and guidance to help you focus on actions that add value. When pursuing a better investment experience, investors should focus on the things they can control. Whether in Austin, TX or anywhere virtually in the US, here are ways a fiduciary investment advisor can help you stay on track:
September 2, 2019
When scouring investment headlines, the reality is no expert or fee-only CERTIFIED FINANCIAL PLANNER™ knows what the market is going to do today or next week. If a “financial expert” claims to know what will happen today in the market, you should run for the hills.