Blog tagged as Investment Advisor

Investing Is Not a Game

02/01/2021 11:50 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Investing Is Not a Game
Are you out of breath trying to keep up with the breaking news about GameStop and all the other red-hot trades o’ the day? Here’s a synopsis (to date), and what it means to you as an investor.

An Open Letter for the Start of 2021

01/09/2021 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
An Open Letter for the Start of 2021
et’s pause, and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big year-end reviews and year-ahead teasers, clamoring for your current attention.

An Overview of Escient Financial's Investment Strategy

01/04/2021 02:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
An Overview of Escient Financial's Investment Strategy
In your and your family’s financial flight, your investments are the trade winds beneath your wings. How you invest can speed you toward your desired destination … or knock you into a tail-spin.

What is a Fiduciary and Fee-Only Financial Planner?

09/28/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is a Fiduciary and Fee-Only Financial Planner?
If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.
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