4 Year-End Money Moves
I can’t believe 2015 is almost over! It sure went by fast. As a result, some year-end money moves may have creeped up on you and your investments. So before you mentally check out for the holidays, here’s a few... Read More →
Rethink Loaning Money to Family and Friends
Don’t do it. That’s the first thought that flashes through your mind. A cautionary thought that is faster than a bug hitting a windshield! Whether it’s a buddy needing a little weekend cash, or an adult child that has some... Read More →
Welcome to The Diligent Advisor!
Welcome to my blog! I am definitely not a writer like Thoreau or Twain, perhaps Stephen King if you are horrified by my grammar or spelling. I have been a financial advisor for 19 years. Over those years, financial advisors... Read More →
Retired or Retiring Soon? Hire a Financial Advisor
It can be a tough job. Us poor financial advisors sometimes get a bad wrap! We are made out to be less than honest in many commercials, advertisements and frankly by our own kind. But some of us aspire to... Read More →
How a Financial Advisor Wastes Money
Wasting money is a big regret of mine. I see the long term effects of it in my profession. Every single one of us wastes money on something. It may be a hobby or even a habit. I also have... Read More →
5 Financial Lessons from a Financial Advisors Dad
Father’s Day is right around the corner. I love my Dad. I cannot figure out what to get him every Father’s Day. However, he did pass along a nice gift to me. I am grateful that he taught me a... Read More →
What’s In Your Wallet?
A couple of years ago I was asked, “What’s in your wallet?” I wasn’t being asked if I had the best rewards credit card. I was talking to my doctor at the time, complaining of lower back pain. When I showed him... Read More →
4 Reasons to Avoid Multiple Financial Advisors
Many investors I talk to use multiple advisors. When I ask why, I commonly get the response, “I don’t want to put all my eggs in one basket.” That defines diversification for investments and that’s smart. It may not be... Read More →
5 Financial Advice Givers You Need To Ignore
You’ve probably needed some money advice recently. Whether that was about saving, spending or investing. The thing is, money advice comes at you from every direction and there is an endless supply of it. Who did you turn to? Family,... Read More →
Columbo Had His Questions, But He Never Hired a New Financial Advisor
I don’t know if you remember the 70’s television detective show Columbo. I may be showing my age even bringing it up! Peter Faulk starred as the L.A. homicide detective in the show. He was very messy and absent-minded. So... Read More →