Should You Do Your Own Financial Planning or Hire Someone? Here’s What to Consider
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Should You Do Your Own Financial Planning or Hire Someone? Here’s What to Consider

ByMario Cazombo

Fact checked by Yarilet Perez Korrawin/Getty Images Can you handle the job yourself? Perhaps, but whether that is a good idea might be another story. The term “financial planner” evokes images of wealthy families in elegant mansions, supported by the passive income of a professionally managed fortune. In fact, most clients of financial planning services…

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7 Simple Strategies for Growing Your Portfolio

ByMario Cazombo

Fact checked by Melody KazelReviewed by Pamela Rodriguez Some investors may be content to generate income from their portfolios without growing their overall value. But most investors would like to see their nest eggs increase in value over time. The best approach depends on your financial goals, the types of investment you choose, your risk tolerance,…

Are You Prepared to Guide Clients Through Splitting Assets During Divorce?
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Are You Prepared to Guide Clients Through Splitting Assets During Divorce?

ByMario Cazombo

Client management tips from a financial advisor Catherine Falls Commercial/Getty Images Divorce isn’t just emotional—it’s financial. When I work with clients going through a divorce, my first response isn’t “I’m sorry”—instead, it’s “Okay, let’s get organized.”  Divorce isn’t just emotional—it’s financial. If we don’t help clients plan early, they risk making decisions based on anger…

How Technology Is Changing Financial Advice
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How Technology Is Changing Financial Advice

ByMario Cazombo

Reviewed by Pamela RodriguezFact checked by Vikki Velasquez While mobile banking and robo-advisors have been in place for some time, newer technologies are still reshaping the financial services landscape. But what impact will they have on the industry, and where will the financial world go next?  Below, we discuss these changes with Dan Egan, managing…