Financial Advisor Case Studies

 

How much is enough
?

We all like success stories. How ironic, then, that many of us don't take the time to define what financial success means to us. Without a clear vision of "how much is enough?" we are prone to making poor decisions or even failing to act. The following story illustrates how easily our individual success stories can be derailed.
read more

 

What is my true return?

Things are not always as they seem. Imagine a husband and wife are referred to a seemingly reputable financial advisor. At first they are comfortable with this advisor. After all, several friends referred them to the advisor. They are under the impression that their portfolio is well diversified. They believe that the financial advisor's past performance is exceptional. For a while they are satisfied.
read more

 

It's great to sleep at night

Financial freedom is a wonderful thing. A very savvy woman takes charge of her own investing. She reads magazines and books on how to make money in the market. She rises early in the morning for the opening of the U.S. market. She stays up late to track the foreign markets. What are the possible results of all her hard work? Exhaustion, stress, and lackluster performance.
read more