Financial Advisor

Financial Fitness for Women

Financial Advisor
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This is the time of year (other than New Year’s resolutions) when women really think about fitness, as bathing suit weather is coming!  A lot of women, including me, are going to be very surprised when we jump right into summer (since Wisconsin apparently is skipping spring this year). Don’t let yourself be caught unprepared when it [...]

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Are You Watching the Markets Too Much?

Financial Advisor
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(This is a guest post, with content written by Symmetry Partners, LLC.  Our firm utilizes Symmetry Partners, LLC for investment management services.) To The Market Watchers of the World For those of you who partake in the age old pastime of watching the market, this column is for you. Given that this guilty pleasure has [...]

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What You Want From Your Financial Advisor (Part 2 in a Series)

Financial Advisor
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In my previous post (What Your Financial Advisor Wants From You), I listed the things Financial Advisors want from their clients.  It’s only fair to give clients their say as well, so after a very scientific study (asked a bunch of people), here’s what you want from your Financial Advisor: Trust It should not be a surprise [...]

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What Your Financial Advisor Wants From You (Part 1 of a Series)

Financial Advisor
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What does your Financial Advisor want from you?  The short answer is The Truth.   We need you to be honest with us about many things, in order to do a good job of giving you financial advice that is in your best interest. Here are the main things it is very important to be [...]

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Financial Mom’s Investment Philosophy

Financial Advisor
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I am frequently asked what my investment philosophy is, and as it is different from many advisors  in the financial industry, I decided it was time to put it in writing here.   First of all, the basis I use for my investing principles: Markets are Efficient I believe in the efficiency of the markets, not in [...]

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How Can a Woman Find a Financial Advisor She Can Trust?

Financial Advisor
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Here is a step by step process, with specific questions to ask, to help you find a trusted financial advisor: Recommendations Decide what you need help with first.  Then talk to family members, friends, your accountant, your lawyer.  Get some names.  And then the fun begins!  Do not assume since your brother-in-law or co-worker or [...]

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