Passing the Chartered Financial Analyst (CFA) Designation is really hard! (and we’re happy we have someone with the designation on our side!)
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.
Should I pay off the mortgage or invest my extra cash?
This a common question – what should I be doing with my extra money each month? Should I be paying off my mortgage or should I invest that...
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...
The thought of a financial planning meeting sends feelings of dread and suspicion through many peoples’ heads. It is not that bad, though! We are here to de-mystify the financial planning process and...
Do you ever wonder what your total investment costs are but don’t know how to get the answer? You’re not alone. Given the various types of fees in the investment world, it’s difficult to get a...
Should I Save For My Child’s College Education or For My Own Retirement?
This is an excellent question, and one that we get a lot at Guidance Point Advisors! Parents want to be sure that they are...
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...
