There are so many different three-letter abbreviations for certifications within the financial industry that it’s hard to figure out which ones are more meaningful than others. I am a CFP®, but many...
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...
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...
