Here are a list of the most-read blog posts from North Financial this year. Do you work with a full-time fiduciary? As a consumer it can be difficult to tell from marketing information or an advisor’s website if he or she is, in fact a fiduciary at all times when they...
I’ve been asked recently, “If there’s one simple thing I could do by the end of the year to put myself on a good financial footing for 2017, what would it be?” The answer is, you should track your net worth! Watch my recent video to learn more....
Last week the Federal Reserve chose not to raise interest rates and the markets reacted, by going up. If you don’t follow the stock market, or the Fed, you probably didn’t even notice. The markets do this a lot. Since there was some expectation this would...
Getting smarter about investing means learning some new terminology. One key tenet I teach my clients is diversification. In essence, spreading your investments across industries, countries, different types of securities and account types. This way, if one...
Ever wondered how bonds work or what “styles” of stock investments are available to investors? Proper diversification is key to your investing strategy. Here’s a list of key terms related to investing and diversification that may come in handy. If...
Last we week talked about savings. We discussed how many people aren’t prioritizing savings as much as they should, largely because life events come up. You can fix this by making a plan for what you want to do with your savings. Everyone has several goals in mind,...
