Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

The following information has been taken from the book: “The Roaring 2000s Investor • Strategies for the life you want” by Harry S. Dent, Jr.

IN ALL OF MY BOOKS on investment, I have talked about the importance of having a competent and objective financial advisor. That mean someone who represents you, not the investment products. In other words, not a salesperson. That means someone who can integrate your entire financial-planning process, effectively and efficiently, to meet your highest life goals. Before you consider whether you should be investing on your own through a discount broker or using one of many financial advisors, from insurance agents to stockbrokers to financial planners to CPAs to tax attorneys, ask yourself these questions. This may be a bit painful, but it should prove very useful if you will just stick with me for a few pages.

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Posted By:
J. Patrick Collins Jr., CFP®, EA
05/27/2016

“Last month Barron’s published their annual Top 1,200 advisors in the country.  This list recognizes the largest “producers” from the large Wall Street firms.  Even the terminology at those firms is interesting.  Producer implies that you are creating something…in this case it’s revenue from selling products and services to your clients.  One specific paragraph really resonated with me and reminded me why it was so important to leave that environment.”

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Pulling Back the Curtain on the Tricks of the Trade
Source: Unshakeable • Who Can You Really Trust? Chapter 5 • by Tony Robbins

It is difficult to get a man to understand something
when his salary depends on his not understanding it.

-UPTON SINCLAIR

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FROM THE OCTOBER 2015 ISSUE OF INVESTMENT ADVISOR

SEPTEMBER 28, 2015

You can design a cogent long-term portfolio for clients using today’s tools, and doing so can help separate your firm from the pack

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You can get “free advice” from many sources- not only from your stockbroker, but also from your insurance agent, your financial planner, and other professionals. This isn’t really advice, and it certainly is not free.  You saw how free advice, embedded in the hyped-up ratings and research reports issued by major Wall Street firms, cost investors a fortune, luring them into Nasdaq stocks that brought losses averaging over $60 for every $100 invested near the peak. In subsequent chapters, I’ll show you how free advice in other areas (from bonds to insurance) can also be quite expensive.  With free advice, you can actually get hurt in three different ways:

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