Author: Emily Tierney Before I worked in the wealth management industry, the word wealth brought to mind that 0.01% of the population with net worths in the millions and billions. Wealth meant superstars and CEOs surrounded by piles of gold bars, stacks of Benjamins, sprawling mansions with … [Read more...]
What is Wealth Management?
How Can We Protect Our Future From Financial Crisis?
Author: Brent Lemieux CFA® CPA In his 1949 book, “The Intelligent Investor” (the best book ever written on investing according to Warren Buffett), Benjamin Graham created a fictional character named Mr. Market. Mr. Market is a remarkably accurate human representation of the stock market and … [Read more...]
How Should I Adjust My Portfolio for the Coming Election?
Author: Brent Lemieux CFA® CPA There has been quite a bit of “the sky is falling” talk due to the upcoming election. With the two least popular candidates in the last ten election cycles remaining, warnings of disaster seem to be flowing in from everywhere. If you are scared at the proposition of … [Read more...]
The Risk to Watch
Author: Darrell R. Tierney CFP® CPA PFS I came across this quote, and I really don’t think it could be said any better: Those who judge their portfolio performance relative to some narrow benchmark are focusing on an issue that is largely irrelevant to their ultimate financial success. The only … [Read more...]
How Can I Avoid Debt?
Author: Emily Tierney and Darrell R. Tierney Keep an Emergency Fund = Keep Out of Debt Who should have an emergency fund? Everyone. Life happens and financial emergencies come up whether you are expecting them or not. Keeping an emergency fund or cash reserve helps keep these financial … [Read more...]