Good Financial Reads: 6 Times an Investment Advisor Isn’t a Waste of Money, Doing Good for the Poor, and More

2 min read
August 12, 2016


Good Financial Reads 08.12.16

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Catch up on some of the latest posts with this week's roundup:


6 Times an Investment Advisor Isn’t a Waste of Money

by Matt Becker, Mom and Dad Money

The tools available to you these days are so good, no matter how much money you have to invest, that it doesn’t make sense to pay a professional for help if all they’re going to do is watch your portfolio and rebalance it every now and then. You can get that exact same service from a computer for a fraction of the cost.

But that doesn’t mean you have to do it completely on your own. There are good reasons to pay for investment advice, and even some potential reasons to have someone manage your investments for you.

The key is understanding what’s worth paying for and what isn’t.

[Read the Full Article]


Doing Good for the Poor

by Dan Joss, Joss Financial Group

“I am for doing good to the poor, but I differ in opinion of the means. I think the best way of doing good to the poor, is not making them easy in poverty, but leading or driving them out of it. In my youth I traveled much, and I observed in different countries, that the more public provisions were made for the poor, the less they provided for themselves, and of course became poorer. And, on the contrary, the less was done for them, the more they did for themselves, and became richer.” – Relating to prices and the poor, 1766 Ben Franklin

[Read the Full Article]


Fiscal Therapy: Friends & Money

by Julie Ford, Ford Financial Solutions

In New York it’s impossible to ignore the huge spectrum of wealth and lifestyle choices. You can see this just about anywhere, but it’s amplified in a city: more people, more extremes. The urge to compare, covet, and judge can be quite strong.

I think we should all strive to be content with what we have and where we’re at in life, and a good starting point is realizing that when it comes to money, what’s right for you will differ from what’s right for those around you.

[Read the Full Article]


7 Valuable Tips for Paying Off Student Loans

by Michael Miller, Miller Premier Investment Planning

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

[Read the Full Article]