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!
Things to Know
How was your investment performance in February? The month just ended and the first two weeks were anything but subtle.
The stock market had vicious moves with a -10% correction between February 2nd and February 11th. There have been 95 corrections of -10% or more since 1928, this being number 96.
Was your Financial Advisor or Banker prepared?
This is a “rare” opportunity for an investor to truly judge the quality of their financial advisor – armed with the right questions.
In this white paper, we share three important areas we look at right now when evaluating an advisor. These are the questions giving you the basis of, “Is my financial advisor one of the best?” Our firm does exactly that for our clients: we ask the questions to make certain our clients are working with a good, if not great financial advisor.
We are a client-advocacy firm focused on helping our clients know they are working with a great financial advisor. Each search or evaluation is customized specifically to our clients needs. We do not get paid by financial advisors or their firms when working with our clients. Our interest are aligned with our clients.
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
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
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
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
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
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
Held during the final week of the 2016 Olympics in Rio Janeiro, Bloomberg Advantage reached out to Kevin for a live, on-air interview on “Olympic Athletes and Investing.” With athletes gaining endorsement deals, how do they make certain they are working with one of the best, if not the best, advisors and brokers available with
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