What is a Fiduciary and Why Does it Matter?
Does your advisor use the “f” word? You’ve probably heard the “f” word many times, but the “f” word I’m talking about probably isn’t the one you were expecting. I’m referring to the word “fiduciary”, and it’s key to your relationship with your financial advisor....
How Your Financial Advisor Can Help You Grow Instead of Mold
Most people are familiar with the quote “When you stop growing you start dying” by influential author William S. Burroughs. This is a quote that I’ve lived my life by, though I tend to tweak it a bit and switch out ‘dying’ with ‘molding’. When you’re not constantly...
How to Tell Your Financial Planner It’s Over
We’ve all experienced that awful feeling of knowing we’re in the wrong relationship and that we need to end it as soon as possible. Though most of us have been in that position in a romantic relationship, it can be just as difficult to go through this with a...
How Emotional Agility Can Make You a Better Investor
As the Buddha once said, the only constant in life is change. Change can be incredibly hard for many people as they cling to outcomes they wish would come to pass or they long for the past that is no longer a reality. Resisting change is a form of control, and as with...
How Your Financial Advisor Can Help You Resolve Family Discord
If you’ve read enough of my blogs, you’ll know that I have a deep conviction that a good financial advisor should be much more than just someone who helps you decide which stocks to pick or how much money you should be saving a month. The best advisors act as mentors...
How Investors Can Determine What Legacy They Want to Leave
How often do you think of the legacy you want to leave once you move on from this world? For those who are older, it doesn’t seem like an odd question as they may be reaching retirement age and are starting to think about where their money will go when they’re gone....
Celebrating Back to School as a Lifelong Learner
According to the National Center for Families Learning, over half of all parents dread back to school time. As an independent financial advisor who works with a lot of older clients, I know that this isn’t limited to parents who still have children in school. There’s...
What to do When You and Your Spouse Disagree on a Financial Planner
The relationship you develop with your advice-based financial planner is a very important one. Not only will your advisor have a big impact on whether or not you achieve your retirement goals, but he or she can also act as a counselor, mentor, and partner as you go...
How Investors Can Use Curiosity to Improve Their Lives
When was the last time you actively sought out information about something for no other reason than being curious to find out more about it? Though children routinely follow their whims and ask questions as they explore the unknown world around them, adults tend to...
How Investors Can Be More Interesting in Their Personal and Professional Lives
Let’s face it: we all want to be more interesting to others. Am I right? Unfortunately, many people equate being ‘interesting’ with being smarter or funnier than everyone else and their efforts to be known as interesting actually backfires. The real way to be more...
True Measure is a Registered
Investment Advisor
