Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not be sharing with them everything that you should be. Whether you are not communicating things because you feel they are unimportant…

Myths about working with a financial advisor abound, maybe you’ve even heard a few; “I don’t need one,” “they’re for the wealthy,” “there are lots of hidden fees.” The truth is that financial education around saving and investing money is for everyone. And even though everyone has different perceptions…

In early 2020, governments around the globe took drastic measures to slow the spread of Covid-19. As a result, we saw a major shift in the way we work, interact with others and go about our daily lives. While working with an advisor virtually is…

If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter — your retirement years.  And while there may be many robo-advisors out there that will do the investing…

When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life. It is nearly impossible to know who to trust with your money especially when some financial advisors are only looking to…

Before you start looking around for a digital financial advisor, you need to ask yourself this question: What type of financial help are you looking for? If you’re looking for a full array of services—investment advice, retirement planning, etc.—you’re probably after a qualified human with…

Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel left out when your friends or coworkers talk about how much money they are making in the market while the value of your portfolio barely budges? If…

Once you’ve decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to know the differences between each…

Choosing your financial advisor is based on your needs, goals, and comfort levels, aligned with the advisor’s expertise. So, the answer to the question is no. Remember this is a joint relationship that involves your input to the advisor. An experienced financial advisor will help create…

Hiring a Pittsburgh financial planner is an incredibly personal – and important – decision. This is someone who will be perusing the intimate details of your financial life, and could potentially hold your future retirement success in their hands. Most experts agree that anyone would…