Category Archives: Financial Tips

Uncovering the Mysteries of the Money Management Field

When I started my financial career, I was in awe of the people who managed money professionally. I thought that these people had the secret sauce to creating wealth. I wanted to know what set them apart and learn what made them so special! I craved their knowledge – and I wanted it fast! I was impressed with these high achievers and their prestigious backgrounds. Many came from the best colleges and had advanced degrees in engineering, mathematics and finance. Some had MBA’s and other impressive designations like CFA’s and PhD’s. They also had histories of success, meaning that they had done something very special in previous years that set them apart. During the typical work day, it was not unusual to be working with an Ivy League quarterback, a professional hockey player or a world famous tennis player. Some had extraordinary resumes such as running a well-known family business, designing a computer system, doing high level medical research, or even working as a rock band promoter – I mean you’re talking about some serious cocktail party bragging here!

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Choosing Your Financial Advisor – A Different Perspective About What’s Important! (Part 1 of 2)

When searching for a new financial advisor, the traditional method is simply to ask a friend who they use and take their recommendation. You could also do a Google search and systematically work your way down the list with subsequent screenings, phone calls and interviews. Further, you could even peruse journals such as Boston Magazine that rate the “Top Local Financial Advisors” or Barrons that lists the nation’s “Top Stockbrokers” – and hope that one of those “Superstars” will give you a minute of their time. Finally, you can respond to the invitation that falls out of your morning paper inviting you to attend an “educational” seminar at the local Holiday Inn.

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