investments | nVest Advisors - Part 2

9 Ways to be a Great Client

We talk often on here about how we’re working to be a better financial advisor, and we applaud efforts by the Department of Labor, the SEC, and the state regulators to force higher standards of care on our industry. We’ve even given you reasons to fire your current advisor, things to be leery of when looking for one, and how to avoid Ponzi schemes. We’ve been serving clients for nearly a decade, and have forged deep and lasting relationships with our clients. Many have become close friends. We believe that’s the way it should be, because the relationship of a financial advisor and client involves a great deal of trust and at times, vulnerability. We work very hard to do what’s best for our clients and provide the best service we can. That includes being prompt in our responses, running compliant and ethical practices, having a servant-leader’s spirit and caring for your investments like they were our own. We often ask you what can we do to become a better advisor, but we seldom take the time to tell you what you can do to become a better client. Here are 9 ways you can help us help you:

The Fed, Interest Rates & Me

What investors need to know If the Federal Reserve Raises Interest Rates Janet Yellen, Federal Reserve Chair, and other Fed officials have provided advance warning about coming increases in interest rates.  When, or if, the Federal Reserve Bank raises interest rates, how will that affect consumers and businesses?  In particular, what about the consequences for

The DOL Fiduciary Rule: What it means to you.

Fiduciary An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. (Source: http://legal-dictionary.thefreedictionary.com/fiduciary)   There's a tremendous amount of debate in the financial industry about the US Department of Labor's proposed Fiduciary Rule, but very

Volatile markets this week – 11 things to remember

Markets this week have been spooked due to bad economic news coming out of China, the world's second biggest economy.  Remember that markets are always cyclical, and that no one can accurately predict the tops and bottoms of each market. Remember also, that media outlets need to grab your attention. So they'll do it with

Fees vs. commissions: why we chose the fee-only business model

When you are looking to hire a financial advisor, there are a lot of variables to consider: the advisor's experience, investment style, management philosophy, history of complaints, and list of available services are just a few. You also need to consider how they charge for their services. Traditionally, there have been two business models in our

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