If it Makes You Happy…

“If it makes you happy, then why the hell are you so sad?” – Sheryl Crow   Clients often ask us how often they should look at their portfolio balance. We have a handful of clients who look at it every single day, as soon as the stock exchange closes. Is this healthy? Do the…

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Measuring the Value of a Financial Planner

In a study by Morningstar released last year, the value of “making smart financial planning decisions” was quantified. By diligently researching financial decisions on your own, or working alongside a qualified financial planner to perform this research and analysis, Morningstar was able to estimate the potential benefits to an investment portfolio both in terms of…

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