“Fee-Based” and “Fee-Only” Are Not At All the Same Thing
August 10, 2016
“I want to warn you away from fee-based planners. The stakes are so high that you should consider fee-only planners.”…
Financial Planning Blog & Insights
Explore articles and insights on financial planning, retirement, investing, and wealth management from the team at Fidelis Financial Planning.
Empowerment Mantra
August 5, 2016
“Adversity causes some men to break; others to break records.” -William Arthur Ward Life is essentially comprised of two…
The Double Edged Sword Of Technology
July 29, 2016
“We wanted to solve robot problems and needed some vision, action, reasoning, planning, and so forth.” -Marvin Minsky …
Qualifications Matter
July 26, 2016
“I like to stick with music I know I can play. I love classical, but I don’t think I could…
Study Carefully The Culture, The Personality Of The Company
July 22, 2016
“Process drives culture, not the other way around, so you can’t just change the culture, you have to change the…
The Financial Planner As Quarterback, You As Coach (and Owner)
July 19, 2016
“I am hunting for people who would be a good colleague or teammate, not someone who works for me.” -Jack…
Insist That Financial Planners Own Their Companies
July 14, 2016
“The basic principle which I believe has contributed more than any other to the building of our business as…
Hire on Purpose, Vision, and Principles
July 11, 2016
“The purpose of human life is to serve, and to show compassion and the will to help others.” -Albert Schweitzer…
A financial planner must be a fiduciary, right?
July 7, 2016
“That faith which is required of us is then perfect when it produces in us a fiduciary assent.” -William Wake…
Achieving Big Things – The Compounding Of Small Actions
June 30, 2016
“Great things are done by a series of small things brought together.” -Vincent Van Gogh Can a marathon be…