Yet with all the ‘financial noise’ reverberating throughout the internet/TV/radio/print media, HOW can one know who to trust and what strategy to follow? Steve Forbes once said, “You make more money selling advice than following it. It’s one of the things we count on in the magazine business—along with the short memory of our readers.”
Do we need further proof that the media's agenda isn't aligned with ours as investors, seeking to secure our financial future?
By working with an Independent, Fee-Only Certified Financial Planner™ you avoid being ‘sold’ a commissionable product. Instead your financial and life goals shape your financial plan, period. 80+ years of academic research teaches us the 3 key decisions every investor must make with their investments:
- How you allocate your portfolio between stocks and short-term bonds,
- How you allocate your portfolio between US Stocks and International Stocks,
- Your comfort with key risk factors