Don’t blame clients for thinking that saving for retirement is all work and no play. Consider advisers’ common initial feedback to prospective clients: “You are not saving enough.” “Your portfolio isn’t diversified enough.” Click here to read this article
Don’t Leave Your Retirement to “Hopium”
http://kimberlyfoss.com/wealthadvisor/wp-content/uploads/2013/05/usatoday9-2014.pdf usatoday.com, Sept. 24, 2014 Rodney Brooks of USA Today turns to Kimberly Foss, CFP, president of Empyrion Wealth Management, for insight on dealing with unexpected retirement. Foss says the most important thing is to be realistic and proactive in
Fox 40: Finance Hopium Addictions
Buried in Jargon? Try This Straight Talk
For sheer intensity of jargon, our industry may be rivaled only by the legal profession. As financial advisors, we seek to add alpha and mitigate risk by placing clients optimally on the efficient frontier. We worry about the inverse relationship
Kimberly Foss, on Preparing for an Inevitable Market Downturn
I’m not sure this current market growth is sustainable. With interest rates so low, we know inflation will come back at some point. When it does show its ugly head, it’s going to be fast and furious, and advisers need