Archive for the “Articles” Category

Ten Key Questions to Ask Your CFP® Professional

Posted on August 30th, 2017 by Fenwick

Before establishing a relationship with a financial planner you will want to interview several people to make sure they’re the right match for you and exhibit key traits of a good advisor. Here are 10 important questions to ask before selecting a financial planner. 1. What experience do you have? Ask for a brief description […]

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Here’s A Fast And Easy Way You Can Supplement A Will

Posted on September 20th, 2016 by Fenwick

Do you want to provide guidance above and beyond the terms of your will? You can use “letters of instructions” to fill the gaps. Although such documents aren’t legally binding, they still can be helpful. Here are several issues you might address in this way: A letter could detail an inventory of your assets, including […]

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Wall Street’s “Top” Firms Were Wrong Again In 2013

Posted on December 20th, 2013 by Fenwick

Every December, the respected weekly financial newspaper Barron’s asks Wall Street’s “top” 10 strategists to forecast the best and worst industry sectors for the coming year; they underperformed again in 2013. According to data compiled by Fritz Meyer, an independent economist, five of the 10 top Wall Street firms’ strategists predicted in December 2012 that […]

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