Oct
21

VFO Hub offers access to best-in-class tax specialists

posted on October 21st 2019 in Market Commentary with 0 Comments

Two business partnership coworkers analysis cost work progress and gesturing with discussing a financial planning graph and company financial during a budget meeting in office room.

What does it take to be able to help clients gain financial peace of mind? To me, it requires a great team of Certified Financial Planner™ professionals that has access to cutting-edge technology and best-in-class resources. As a new member of VFO Hub, we’ve added a significant information source to our advisors’ toolboxes — one […]

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Aug
27

Financial Planning vs. Wealth Management — What’s the Difference?

posted on August 27th 2019 in Your Financial Advisor with 0 Comments

Business group brainstorming on meeting to planning project finance analyzing calculate with report document, stacking coins for step up growing business to profit and saving with wealth management

It really drives me nuts when financial planning and wealth management are used interchangeably, because the two disciplines require different skill sets and are appropriate for different people. In a nutshell, a financial planner will accompany you on your trek up the mountain — toward financial independence — while a wealth manager resides on the […]

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Apr
10

There is a Human Behind that Portfolio

posted on April 10th 2018 in WorthPointe News with 0 Comments

In the wealthiest nation in the history of the planet, people still struggle with resources. They work so hard to achieve success, but without the component of careful planning, they may never get a firm grip on their assets. You need a financial coach just like you need a personal trainer. Someone whose expertise cuts […]

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Jun
15

The Investment Unicorn

posted on June 15th 2017 in LA/OC CFP Team Posts with 0 Comments

Unless your age is in single digits, you’ve probably figured out that unicorns don’t exist — but that doesn’t stop many of you, even those with advanced degrees, from searching for what I call the investment unicorn. Perhaps it’s human nature to thirst for things that are improbable, such as being able to eat anything […]

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Feb
17

Net Worth and Fee Only Pricing: What You Need to Know

posted on February 17th 2017 in LA/OC CFP Team Posts with 0 Comments

A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]

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Nov
09

Dewey Beats Truman!

posted on November 9th 2016 in Jackson CFP Team Posts & Market Commentary with 0 Comments

Post by Christopher Van Slyke  In the biggest election upset since 1948, Donald Trump has won the presidency.  You are advised to prepare for a possible wild ride in the investment markets. It is helpful to remember that these potential market gyrations are almost always bad times to trade, and particularly to sell.  We have months […]

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Jan
21

Choosing a Financial Planner

posted on January 21st 2016 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Choosing a Financial Planner Last time you considered working with a financial planner and stepped back to evaluate your wealth, what did you look at? If you’re like most people, it probably included taking inventory on your savings and checking balances, your investment accounts, your expenses, and other things of monetary value. You’re not alone. […]

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Jan
07

Set Your Kids Up for Financial Success: The Fun Way to Teach Investments

posted on January 7th 2016 in Austin CFP Team Posts & Your Family with 0 Comments

Prepping your kids for a life of financial literacy and an understanding of investing (beyond the standard talk of allowances and savings accounts) is crucial to their financial stability and success in the long run. With the amount of resources on the market today, it’s literally never too early to start — and with your […]

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Dec
16

Fantasy sports & financial planning: Capitalizing on skill over luck

posted on December 16th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Fantasy sports & financial planning: Capitalizing on skill over luck   As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]

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Nov
17

Preserving Your True Wealth

posted on November 17th 2015 in Austin CFP Team Posts & Your Family with 0 Comments

Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]

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