One of the challenges we've had with being a fee-only financial advisory firm is that we cannot take care of our clients' insurance needs ourselves, because insurance nearly always pays a commission and we've vowed to keep commission-related conflicts of interest out of our business model. While we don't believe all commissions are "evil", or
"When was the last time you heard from your financial advisor?" If you're a client of nVest Advisors, your answer to that should be, "Frequently!" With as often as daily market updates, weekly account performance emails, regular updates on Facebook, Twitter, LinkedIn, our own smartphone app, our podcast, our blog, monthly newsletters, and even periodic
68 pages of Investment Savvy The Texas State Securities Board periodically publishes a reviewed Investor's Guide that we strongly support. Even if you're not in Texas (the vast majority of our clients are at this point), the information is timely, from an authoritative, consumer-advocate source. The 2019 Investor's Guide was just
From Jeremy Torgerson, CEO of nVest Advisors: "I don't need/want your pity; I just honestly hope I can save one person from this stupid nightmare." That's not my quote. That's from a guy who just lost a huge amount of money trying to out-smart the market, and he wants to warn you. As I'm closing
Your2019 New Year’s (Financial) Resolutions A resolution for every month to help yougain financial independence Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health. January: Organize paperwork. This obvious starting
