Financial Advisor and Wealth Management – Roseville CA
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
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
Hopium in financial planning
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
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