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Month: August 2020

Home » Archives for August 2020
Investing
Aug 18 2020August 18, 2020

Evidence-Based Investment Practices™

Certified Financial Planner, Investing / Leave a Comment

If investing were medicine, would your portfolio make you sick or help you get better?  What do I mean?  Well, in the medical field much …

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Certified Financial Planner
Aug 12 2020August 12, 2020

Things to look for in a Financial Planner™

Certified Financial Planner / Leave a Comment

If you are like me, you did not grow up in a family that had attorneys, accountants, and brokers on call.  This is because we …

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Recent Posts

  • How does your financial advisor really get paid?
  • Questions to ask a Prospective Financial Advisor:
  • Planners vs. Plumbers
  • Underweight, Overweight, or Market Weight?
  • 6 Financial Things your Widow(er) Needs to Know…

Categories

  • Certified Financial Planner (8)
  • Estate Planning (3)
  • Financial Advisor (2)
  • Financial Plan (6)
  • Healthcare (2)
  • Investing (4)
  • Stock Market (1)
  • Uncategorized (2)

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Chris Toadvine Logo

Chris is a Certified Financial Planner™ professional with years of experience helping affluent individuals and families manage the details of their financial life.

Categories

  • Certified Financial Planner (8)
  • Estate Planning (3)
  • Financial Advisor (2)
  • Financial Plan (6)
  • Healthcare (2)
  • Investing (4)
  • Stock Market (1)
  • Uncategorized (2)

Recent Posts

  • How does your financial advisor really get paid?
  • Questions to ask a Prospective Financial Advisor:
  • Planners vs. Plumbers
  • Underweight, Overweight, or Market Weight?
  • 6 Financial Things your Widow(er) Needs to Know…
  • With interest rates so low, should I even have bonds in my portfolio?
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