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Financial advice that makes cents (and dollars)

Financial advice that makes cents (and dollars). Tuesday, January 3, 2017. Being smart with $ - Did your portfolio underperform in 2016? Another year ends, another chance to measure your investment portfolio against others. A model portfolio of large, small and international stocks, bonds and REITs returned 8.5% in 2016. Did you do this well? Or did high fees paid to your investment advisor and subpar performance by their in-house products hurt your total return? If your investment performance was. Being...

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Financial advice that makes cents (and dollars) | clientpriority.blogspot.com Reviews

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Financial advice that makes cents (and dollars). Tuesday, January 3, 2017. Being smart with $ - Did your portfolio underperform in 2016? Another year ends, another chance to measure your investment portfolio against others. A model portfolio of large, small and international stocks, bonds and REITs returned 8.5% in 2016. Did you do this well? Or did high fees paid to your investment advisor and subpar performance by their in-house products hurt your total return? If your investment performance was. Being...

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Financial advice that makes cents (and dollars) | clientpriority.blogspot.com Reviews

https://clientpriority.blogspot.com

Financial advice that makes cents (and dollars). Tuesday, January 3, 2017. Being smart with $ - Did your portfolio underperform in 2016? Another year ends, another chance to measure your investment portfolio against others. A model portfolio of large, small and international stocks, bonds and REITs returned 8.5% in 2016. Did you do this well? Or did high fees paid to your investment advisor and subpar performance by their in-house products hurt your total return? If your investment performance was. Being...

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clientpriority.blogspot.com

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Financial advice that makes cents (and dollars): September 2016

http://clientpriority.blogspot.com/2016_09_01_archive.html

Financial advice that makes cents (and dollars). Sunday, September 25, 2016. Being smart with $ - Who Wants To Be A Millionaire. Who wants to be a millionaire? Forget the game show. Ask the rich how they got their millions. Did they inherit it? 80% say no, they earned it through jobs, business and investing (US Trust survey reported in Money Mag). Did they buy hedge funds? Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA. Tuesday, September 20, 2016. Their 2nd large-cap fund did a...

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Financial advice that makes cents (and dollars): Being smart with $$ - Did your portfolio underperform in 2016?

http://clientpriority.blogspot.com/2017/01/being-smart-with-did-your-portfolio.html

Financial advice that makes cents (and dollars). Tuesday, January 3, 2017. Being smart with $ - Did your portfolio underperform in 2016? Another year ends, another chance to measure your investment portfolio against others. A model portfolio of large, small and international stocks, bonds and REITs returned 8.5% in 2016. Did you do this well? Or did high fees paid to your investment advisor and subpar performance by their in-house products hurt your total return? If your investment performance was.

3

Financial advice that makes cents (and dollars): June 2016

http://clientpriority.blogspot.com/2016_06_01_archive.html

Financial advice that makes cents (and dollars). Monday, June 27, 2016. Being smart with $ - Take a Xanax and sit tight when markets go insane. Remember that every decision starts now. You cannot go back and sell stocks Thursday and avoid a 5% loss. Research shows many investors sell after a fall and buy after a big rise, often with the worst timing possible. Even experts don't know what's next. Many smart senior Wall Street traders will disagree with each other. Larry Pike, CFA. Sunday, June 26, 2016.

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Financial advice that makes cents (and dollars): February 2016

http://clientpriority.blogspot.com/2016_02_01_archive.html

Financial advice that makes cents (and dollars). Wednesday, February 24, 2016. Being smart with $ - Gimmicky car insurance features are not free. Nothing in life is free, including gimmicky car insurance features. You know those ads that say OUR company gives you "better car Replacement" or "accident forgiveness"? You pay extra for those features (says Kiplingers Feb '16). Makes sense since insurance companies aren't in business to lose money and all those features have an added cost to them. And if you ...

5

Financial advice that makes cents (and dollars): November 2016

http://clientpriority.blogspot.com/2016_11_01_archive.html

Financial advice that makes cents (and dollars). Monday, November 21, 2016. Being Smart With $ - Too Much to Pay for Financial Advice. Is $50,000 too much to pay for financial advice on a $300,000 retirement account? Well, that's your average cost over 10 years when paying a simple annual 1% fee. Consider hourly, fee-based advice instead which would likely save you 80% of that cost. If you were offered a low-risk chance to make $40,000, wouldn't you take it? Is your portfolio even larger? Larry Pike, CFA.

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Sound financial planning and advice. The client is always the priority. Client Priority Financial Advisors LLC. Please visit my BLOG for tips that can help you be smart about your money and help you achieve your long-term financial goals.

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clientpriority.blogspot.com

Financial advice that makes cents (and dollars)

Financial advice that makes cents (and dollars). Tuesday, January 3, 2017. Being smart with $ - Did your portfolio underperform in 2016? Another year ends, another chance to measure your investment portfolio against others. A model portfolio of large, small and international stocks, bonds and REITs returned 8.5% in 2016. Did you do this well? Or did high fees paid to your investment advisor and subpar performance by their in-house products hurt your total return? If your investment performance was. Being...

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Client Priority Financial Advisors LLC. Sound financial planning and advice. The client is always the first priority. Financial Planning & Advice. Client Priority Financial Advisors LLC (CPFA) is a fee-based financial advisory firm focused on offering its clients affordable financial planning and advice. The firm helps its clients achieve their financial goals using systems that evaluate their current condition and quantify. Larry Pike, CFA.

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