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Fiduciary Financial Partners
An Independent Financial Consulting Firm
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Category Archives: Fiduciary Financial Planning

Is Your Retirement “Magic Number” Stressing You Out?

Fiduciary Financial PlanningBy BrendaMay 1, 2017

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…

Finance Is Never About Your Feelings

Fiduciary Financial PlanningBy BrendaMarch 9, 2017

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 fiduciary duty matters: Is What’s “Suitable” For Your Portfolio Enough?

A Fiduciary Duty Question: Is What’s “Suitable” For Your Portfolio Enough?

Fiduciary Financial PlanningBy BrendaJanuary 2, 2017

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…

7 Smart Ways To Kick More Financial Stress To The Curb

Fiduciary Financial PlanningBy BrendaAugust 31, 2016

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.…

Why Protectionism And Portfolios Don’t Always Mix

Fiduciary Financial PlanningBy BrendaAugust 31, 2016

  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…

Calling BS On Monday Morning Investment QBs

Fiduciary Financial PlanningBy BrendaAugust 11, 2016

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…

Have you located the North Star to guide you toward an investment plan?

What’s Your North Star? The Compass For Your Investment Plan.

Fiduciary Financial PlanningBy BrendaAugust 11, 2016

The answers to these questions can uncover the North Star to guide you toward an investment plan that’s right for you.   One day, the market is at an all-time high. The next day, the Dow loses hundreds of points. Not more than a week later, the markets spring upward and are acting like that…

Women And Retirement: Why Is The Struggle Harder Than Men?

Chief Retirement Officer, Fiduciary Financial PlanningBy BrendaJuly 1, 2016

Generally speaking, it’s no secret that people aren’t saving enough for retirement. But when the conversation focuses on women and retirement, that struggle may be even more pronounced than what men face. By Nick Economos We continue to see data that shows women are outliving men yet, in many cases, still aren’t on equal ground with…

What Are Negative Interest Rates And Could They Impact My Portfolio?

Fiduciary Financial Planning, Portfolio ManagementBy BrendaJune 16, 2016

As we were watching former Federal Reserve Chairman Alan Greenspan the other day being interviewed about the current state of the economy, he was pessimistic about the economic outlook here and across the globe. That’s not terribly unusual. By his own admission, Alan Greenspan hasn’t been optimistic about the economy in a while. However, there…

Is Insurance Really My Best Investment?

Fiduciary Financial Planning, Portfolio ManagementBy BrendaJune 16, 2016

By Nick Economos Whenever you’ve heard about insurance as an investment option, there’s an excellent chance that you’ve heard pitches rather than plans. The truth is, insurance could be a perfectly fine option to consider, but it’s challenging to know when you’re bombarded with promises like: “It’s got a dividend of 6%!” Not to mention you…

women and retirement: isn't it time to include her more in the financial planning conversation?

What If I Reach Retirement And Hate It?

Chief Retirement Officer, Fiduciary Financial PlanningBy BrendaMay 18, 2016

By Nick Economos  Can you imagine fearing retirement once you’re actually in it? It’s more legitimate and common than you realize, even as you have a blank canvas for mapping out the rest of your life by engaging in retirement planning. Allow me to illustrate from a client conversation and you’ll see what I mean. Recently,…

Will Trump’s Fiery Talk Give Investors Heartburn?

Fiduciary Financial PlanningBy BrendaMay 9, 2016

  “America is going to hell. Our workers are losing their jobs. We have a problem with China. We have a problem with Japan. We have a problem with Mexico both at the border and in trade.”                                – Donald Trump As…

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