Blog tagged as Investment Manager

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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