Financial Advisor & Retirement Planning
the financial marathon

The Financial Marathon

  • A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend before the finish line so I’d have a good vantage point for cheering my friend on. What I did not expect was the wave of emotion that washed over the faces of each runner as they saw the finish…

    “Lipstick On This Pig”: Why The Broker System Is Broken

  • It was supposed to be so much different by now. Check out this ad from Schwab where the head of a brokerage firm instructs his staff to “put some lipstick on this pig.” This ad ran in 2002. Ah, how times have changed, right? Wrong. Years later, many brokerage firms are still pushing investments that are suitable for client portfolios but not necessarily in the client’s very best interests. “But wait,” you say. “What about all the problems encountered by…

    Education Shopping Now May Mean Everything For Your Kids Post-Graduation

  • We continue to see a trend in which employers are considering how to help their people tackle the challenges of paying off high student loan debt. If this seems outside the norm, think again. In fact, we believe the need for employer assistance on student loans should only continue to grow based on the statistics we see such as the one from the Federal Reserve Bank of New York that estimates student loans have risen to 10.6% of all U.S.…
    Your retirement Magic Number can be a moving target

    Is Your Retirement “Magic Number” Stressing You Out?

  • As someone who is obsessed with watching market numbers in all varieties daily for my clients, it may seem odd for me to talk about one number that constantly comes up in planning conversations: Your retirement “Magic Number.” It’s not that you shouldn’t have a goal to plan for, of course. It’s that this Magic Number at times gets entirely too much weight. People can focus on it so much that their entire life is boiled down to the success…
    Can you manage to separate your feelings from finance?

    Finance Is Never About Your Feelings

  • How do you FEEL about the stock market? Do you FEEL that it is too high and ready for a big fall? Well, people may love to share their FEELINGS about investing. Yet at Fiduciary Financial Partners, we spend a great deal of our time separating financial emotion from financial reality. FEELINGS should not enter into the discussion. It can be challenging to do that with a constant swirling of dramatic news media stories. We get that. Still, at the…

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