Professional Athletes and Bad Investment Decisions

The NFL draft is right around the corner and with the draft comes grown up responsibilities for new NFL players. In this paper we are going to share 5 examples of professional athletes who made poor decisions, meaningful impacting them and their families. Link: Athletes and Their Money – You Can Learn from their Mistakes!

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Finding a Financial Advisor through Google or On-Line Searches

If you do a quick search for, “Find a financial advisor” or “Best financial advisor” you’ll end up seeing paid ads at the top. In our search through the first two pages of Google and Bing we found the following: Paid Ads: Find Your Independent Advisor – this is actually Charles Schwab but their is

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Miami Herald Monday Q&A with Kevin Neal – An Advisor to Find An Advisor

Founder and CEO of Moenio, was recently interviewed by The Miami Herald on Monday, Q&A. Similar to Business Insider, Bloomberg Radio, and the New York Times, The Herald wanted to understand how investors can be certain they are working with not only a good but great advisor. As Kevin explained, “the key area is to

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Are you Smarter than your Financial Advisor: Take our Test

In a typical week we will evaluate two to three financial advisers or brokers for our clients. Part of our job, when trying to make certain they are one of the best, is to find out their knowledge level. We try to never make a question black or white, but we want to see how

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Finding the best advisor: Our updated story

We just finished a review this past Friday with a client requesting an advisor search. He wanted our firm to find the best advisor for him and his family. After finishing 50+ hours of review work on the advisors covering historical performance, background check on the advisors and their assistants, checking out fees on the assets

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2016 Performance – How did your Advisor perform?

2016 is over so the important question just lingering over your portfolio is a simple one, right? How did you do? So, how did you do? What was your performance for 2016? Or, did your portfolio match, exceed, or underperform relative to the appropriate benchmarks? Let’s take a look at 2016 with a snapshot of

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New York Times quotes Kevin Neal, founder and CEO of Moenio

  New York Times reached out to Kevin on the issue of suitability for investors when they use Securities Backed Loans (SBL). Kevin adds suitability is higher for those in an SBL but, more importantly, we see other areas of concern such as Structured Notes, Bond ETF’s and mutual funds, as well as advisors not

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Business Insider interviews Kevin Neal from Moenio

Business Insider reached out to Kevin with a request that then lead into the article they published. “We understand your work at Moenio involves helping families find or evaluate financial advisors.¬†What can you share with us that would be interesting to others.” After putting some thoughts together one key area kept coming up – protecting

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