Post Archive

Is Your Spouse Hiding Money From You?

This article was originally published on Forbes on September 22, 2017.   I’ve seen quite a few clients go through divorces over the years. Some were messy and contentious, some actually were amicable, some started off in a good direction but headed downhill quickly. One lesson I’ve learned from all of these scenarios is that, no…

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Personal Finance: When To Ignore Your Financial Advisor

Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into…

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Five Of The Biggest Investment Mistakes To Avoid

Lindsay Shetterly, CIMA®, CES™ has been a contributor to the Forbes Finance Council. This article was originally published on Forbes on December 5, 2016. We’re all wired to think we’re making good decisions. Even if you aren’t sure where you’re going, your gut can provide valuable reassurance. But when it comes to investing, the best behavior…

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