Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? Fiduciary Financial Partners is looking for strong, detail orientated people with high follow-through to join our team. Our formula for success is to put our clients first. If you’re…
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…
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…
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…
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…
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…
Why should you care that a financial professional follows a fiduciary duty instead of what’s suitable for your portfolio? By Nick Economos At first glance, the idea that someone like a wealth manager, broker or financial advisor touts an investment that’s suitable for your goals seems perfectly fine. After all, it seems in line with…
Fiduciaries and brokers aren’t the same – in the continuation of our previous post, we explore three more key differences that you’ll want to be aware of. Broker: “So tell me. How do you feel about risk?” Client: “I hate it. I hate risk. It scares the hell out of me. I’m afraid of what…
Fiduciary. Broker. Same thing, right? Wrong. In a series of blog posts, Fiduciary Financial Partners is here to help clarify the key points of difference. “Look. I’ve worked tirelessly for decades to accumulate the kind of life savings that came with a lot of sacrifice in the form of working weekends. I missed a child’s…
The bad news is that we have many categories of financial stress. The good news is that if we can prioritize and plan better, that financial stress can feel more manageable. By Nick Economos Anxious. Overwhelmed. Headache. Upset stomach. Insomnia. What are all these symptoms primarily stemming from? According to a recent survey, financial stress.…
We’re really not into making political predictions at Fiduciary Financial Partners (projecting market behavior is more our specialty), but this much is easy to predict: The debate between proponents of free trade vs. anti-globalization we’ll see between now and Election Day will be hotter than a volcano. With his poll numbers hurting, Donald Trump…
by Miaciah Manuel, CFP® I had to chuckle. How could I not? The headline at the top of my Google Finance page read: Here’s Proof That ‘Definitely This Is A Stock Pickers Market’. Finally! The proof we’ve all been waiting for! OK, I’m being a bit sarcastic here because the Monday Morning Quarterbacking constantly expressed…