by Brian Preston | Jun 2, 2017 | Featured, Podcasts
The number of people using a financial advisor has grown from 28% to 40% in just a few short years. More than ever before, people are entrusting their financial lives with financial professionals. This is great news for the financial industry and should offer...
by Brian Preston | May 1, 2017 | Blogs
So, you have some semblance of a financial plan, but do you know if it’s built to withstand an unexpected setback? We have a saying around here that you will never know how good your financial plan is until it’s put to the test. It’s not until the market takes a dive...
by Brian Preston | Mar 31, 2017 | Blogs
2008 is a recent reminder of how conflicts of interest can play out in the financial industry. Since 2008, regulations – namely the Dodd Frank Wall Street Reform and Consumer Protection Act – have been passed and implemented in an attempt to decrease the risks...
by Brian Preston | Mar 3, 2017 | Blogs
Working with a financial professional should provide value to you and your financial life. But when you’ve had a negative experience with a financial advisor, it can be challenging to overcome successfully. Is this you? Have you had a bad experience with a financial...
by Brian Preston | Feb 15, 2017 | Blogs
When it comes to selecting the right financial professional for your specific needs, it might not take long before you scratch your head wondering where to start or what qualities and credentials are non-negotiable for you and your family. Simply log onto the internet...
