Tag Archives: Financial Planning

Cox Capital Management Hosts Informational Medicare Event in Andover

Navigating the Medicare Maze.

Last week Cox Capital Management hosted an informational Medicare event at Salvatore’s Restaurant for clients in the greater-Andover area. The seminar was part of a larger “Client Education Series” that Cox Capital has been periodically putting on for the past couple years. Topics have ranged from generational planning to social security to long-term care insurance. In each instance, CCM brings in an independent, outside expert on a particular subject matter with the sole goal of informing and providing a resource for current clients. With many folks approaching medicare-eligible age, it was the perfect time to bring in Peter Stoner from Stoner & Co. to present this complicated and often misunderstood topic.

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Demand More From your Advisor!

The advisory landscape is competitive!
Photo by Nicolas Hoizey on Unsplash

Is your advisor or stockbroker playing more golf or out sailing these days? Are you questioning what they are actually doing for you? Today’s overachieving investment advisory firms are doing much more for their clients than in any time in history. This is a transformative time in financial services. Consumers are becoming smarter and advisory firms are offering more and more cutting-edge services in order to remain competitive.

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

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Get Reference Letters

I am surprised that clients don’t ask for letters of recommendation more often. References really help to understand who the advisor is and how clients have been treated over longer periods of time. Everyone has an opinion, and three references should do the trick. The references should be from different types of clients too – possibly one from a retiree, one a non-profit or one from a family that is in the midst of long-term planning. We encourage getting real life feedback because with reputations at risk, be assured that the substance of the reference is usually excellent.

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Why Hire a Financial Advisor?

Bill Cox & Ethan Brown

The financial field is evolving a rapid pace, accelerated by new fin-tech innovations and low-cost investment solutions. Robo-advisors are taking share from human advisors, and people are ditching traditional money managers in favor of passive index investing. It begs the question – why even have a financial advisor anymore? Well, the reality is that while these new innovations certainly do have a place in the investment world, a qualified investment advisor still serves a critical role. In fact, with all the changes occurring in the world, we would argue that it has never been more important to work with a future-ready advisor than right now.

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