Blog tagged as Investment Advisor

The Importance of a Diversified Portfolio

10/03/2024 12:49 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Importance of a Diversified Portfolio
Major news events can influence investments, but diversification plays a crucial role in managing risk. Understanding the pros and cons of diversification and finding the right balance can help protect a portfolio, with guidance from a financial advisor recommended before making any changes.

Top Concerns of Affluent Investors and How Financial Planners Can Help

06/13/2024 10:41 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Top Concerns of Affluent Investors and How Financial Planners Can Help
Affluent investors face unique financial challenges, including wealth preservation, tax optimization, and estate planning. Financial planners can offer tailored solutions to manage and protect significant wealth effectively.

Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.

02/15/2024 11:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.
You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.

The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning

12/07/2023 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
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