How does your financial advisor really get paid?
As a financial advisor for two decades, I have seen a lot – both with clients and with other financial advisors. I have come to …
How does your financial advisor really get paid? Read More »
Questions to ask a Prospective Financial Advisor:
What are your credentials and experience in working with people like me? Chris Toadvine is a CERTIFIED FINANCIAL PLANNER™ (CFP®), has a Master of Science …
Questions to ask a Prospective Financial Advisor: Read More »
Planners vs. Plumbers
When was the last time you took a cold shower? For me, it was this past Saturday and… WOW! It had been a very long …
Underweight, Overweight, or Market Weight?
A point of reference for building your portfolio In my work with investors, there are certain themes that are so common they are predictable. For …
What Do You Do When You Can No Longer Do for Yourself?
I have been in practice long enough to see a lot. Everything from investment scams to complete strangers named in wills to near paupers finding …
What Do You Do When You Can No Longer Do for Yourself? Read More »
What Are the Key Ingredients of a Well Curated Financial Plan?
According to Gallup only 30% of Americans have a long-term financial plan. And yet, I believe the process of financial planning can benefit anyone. Financial …
What Are the Key Ingredients of a Well Curated Financial Plan? Read More »