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Aggressive vs Speculative Investor

Have you ever spoken to a financial advisor, or taken a quiz relative to investing, and as a result someone called you “aggressive”? It’s a term that gets used pretty frequently in my industry but I think it is often misunderstood. A lot of people get uncomfortable at the idea that they might be an aggressive investor, but “aggressive” is not the same thing as “speculative”.

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Market Update: Reopening the Economy

"Did you think three months ago that by the end of April the world as you know it would have changed drastically? That has become a reality for most people amidst the Coronavirus Pandemic and the drastic measures taken by federal, state, and local governments in an effort to protect the population. With so many people making huge sacrifices to protect their businesses and their families, at what point can we expect some normalcy?"

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Defer or Diversify? How Should I Save for Retirement?

"It’s that time of year again when most of us are meeting with accountants and CPAs to tally up our income from the previous year. It’s not uncommon for your financial advisor or tax preparer to talk to you about deferring some of your income through contributions to pre-tax retirement accounts like an IRA, 401(k), 403(b), etc. Though tax deferral does have its benefits, it may not always be the right decision."

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What is my Advisor doing during a Bear Market?

"Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s when markets are down (like the current bear market caused by COVID-19) that separates great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market. I can’t speak for all financial advisors, but I can tell you what the advisors at Financial Strategies Group have been and will continue to be doing in the weeks and months ahead."

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What Your Golf Game Can Teach You About Investing

"I spend most of my day sitting at my desk or in a conference room, and the closest thing I get to exercise is when I skip out of the office early to play a quick 9 before heading back home. As I sit here and look out my office window at the beautiful, sunny, 70-degree day we’re having it has me thinking: How can golf help with money management? So I have come up with a couple of different points that I think can put some perspective on financial planning."

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How Financial Advisors Are Paid, and Why It Matters

"There are a few ways that a financial professional can operate their business. This article outlines 4 of the major business structures in the financial industry, and tells how your advisor’s compensation might look in each structure. Understanding the structure of your financial advisor’s practice will help you understand the way they approach their clients and the advice they provide."

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