This is a topic that our team debates as being rather uncomfortable to discuss in a blog setting. Does this insinuate that we charge our clients too much? Are we going to make our competition...
Benjamin Smith, CFA
Recent Posts
The 10th Anniversary of the start of the Financial Crisis; How much longer does the Goldilocks Scenario last?
June marked the 10thanniversary of the beginning of the Financial Crisis. In June...
What types of clients would be bad fits for Guidance Point Advisors?
This is a question that we receive from time to time from our prospects. It’s a question our team debates about whether to...
You’re currently not satisfied with some aspect of your financial advisor’s service, and have decided to consider a change. Before changing financial advisors, there are many things to consider.
Welcome to part 1 of our series Choosing a Financial Advisor. There are many things that we suggest people know before trusting any professional to handle their nest egg, and in this series we plan...
If you’re considering hiring a Financial Advisor and have done any research on the web, you’ve probably come in contact with tens to hundreds of options. I’m sure that you have heard the horror...
A Trump Bump and Growing International Economic Confidence:
The first quarter of 2017 was dominated by political headlines and firming economic data globally. Risk assets continued to outperform...
