Client Access

How We See It

Bill Ramsay Participates in TBJ Roundtable

Bill Ramsay
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th,…

Fiduciary vs. Suitability

Chad Smith
Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. This is because financial planners operating under the fiduciary…

Fund Performance Linked to Management Ownership

Allison Berger
When researching mutual funds to invest client funds, we evaluate numerous aspects including (just to name a few): corporate culture manager experience compensation research philosophy expenses management ownership Naturally, one…
Weak Dollar: Good or Bad?

Weak Dollar: Good or bad?

Will Holt
Given current economic conditions, is a weak dollar a good or a bad thing? There are strong opinions on this matter from both sides of the issue.  Paul Krugman, an…

The Post-Great Recession Economy

Chad Smith
The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. This week, Allison and Chad attended the FPA of the Triangle’s…

Buyer Beware vs. Fiduciary Duty

Bill Ramsay

There are two primary types of client relationships in the world of financial advice. The sales model represented by brokers and insurance agents versus the fiduciary model represented by Registered Investment Advisors.

The inherent problems and conflicts of interest with the sales model is why we choose to operate exclusively as Registered Investment Advisors.

PE Ratio

Ignoring Data

Bill Ramsay
All data is not created equal. This chart from Chart of the Day would seem to indicate that US stocks are more expensive and overvalued then they’ve ever been. The rest of…

Beware of Brokerage House Research

Chad Smith
To be successful as an investor, you have to know which type of sources you can trust. It’s also helpful, to not let recent past performance color your predictions of…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.
Blog Categories
Authors
Allison Berger 153
Angela Keeley-White 50
Bill Ramsay 45
Cameron Hendricks 58
Chad Smith 260
Christian Polanco 4
Colton Tickle 1
Darian Billingsley 7
Garrick King 7
Grace Kvantas 55
Grayson Blazek 64
Guest Authors 34
Haley Modlin 18
Heather Gudac 92
Jade Brookreson 1
Mike Eklund 189
Niamh Douglas 3
Will Holt 65

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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