What would you say is the most important consideration when building your financial plan?
I believe it’s the answer to the question, “What does the future look like for me (and my spouse/family)?” The key to the answer is to consider both the qualitative and quantitative aspect, and really you (not an advisor) hold the answer to both parts.
Qualitatively, it is clarifying your short-term and long-term … read more
The thought of hiring and trusting a financial advisor to manage your finances can be very frightening. You are basically hiring someone to manage your investments and to provide advice in an area where you do not have the expertise.
To help ensure you and your financial advisor are aligned, we have provided five methods for determining if the advisor is placing your goals and interest … read more
Partner Patti Black, CFP® was interviewed in the Birmingham Business Journal’s Table of Experts: Women in Finance. The full version can be found here: BBJ Table of Experts Women in Finance. The following is an excerpt.
BBJ: What are some of the unique considerations for women when it comes to planning their financial future?
Black: Women are busy. We wear so many hats: wife, mother, professional, … read more
You’ve done the hard work of meeting with your estate attorney to prepare and sign your power of attorney, advance directive for healthcare, and will, but have you had the uncomfortable conversation with your adult children to share the decisions you made in these documents? Having a family meeting when you are healthy and life is going smoothly is a great opportunity to share the … read more
2016: A Year in Review
Each year, as we look back at the previous twelve months, it is hard not to be reminded of a few axioms. One is that financial markets and successful investing have little to do with the calendar or a twelve-month increment of time. Companies and financial markets are numerous and investors typically have very long investing time horizons, so a “year … read more