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BlueSky Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Acworth, Georgia. The beginning of a calendar year is the perfect time for employees to re-evaluate their strategy for saving in a retirement plan, such as a 401(k). With limits that frequently change and a complicated array of tax and plan rules, taking full advantage of employee benefits can sometimes be a tricky proposition.
As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
Professionals choose to cope in diverse ways with the fact they live in world without a secret formula, but serve clients who (they believe) expect them to have it.
The whole world watched, as virtually every investor was directly or indirectly affected by the unbelievable scale of deception that was unfolding. Since then there have been many changes made within the investment industry to help prevent this type of event from happening again
Perhaps one of the most heartbreaking points of Anthony Bourdain's death is the mere fact that he thought his 11-year-old daughter was going to be taken care after he was gone. As reported in the press, he left an estimated $1.21 million estate to Ariane Bourdain. Unfortunately, she will most likely end up with a fraction of this. So why is this?
The term wealth advisor has become somewhat difficult to define these days. Not too long ago, a wealth advisor was considered necessary for clients with substantial means. Usually, the advisor was only focused on the investments they were managing and selling funds so they could cushion their own bank roll. Fast forward to today, and wealth advisor takes on (or at least should take on) a whole new meaning.
If you were building your dream home, would trust a robot to pick out the floor plan, the wall color, the fixtures, the décor? Chances are you would probably answer no. How about trusting a robot to choose and manage your investment decisions?