Category: Uncategorized

  • What do your Doctor and your Financial Advisor have in common?

    What do your Doctor and your Financial Advisor have in common?

    What do your Doctor and your Financial Advisor have in common? Both the medical field and the financial planning industry are moving towards a future that emphasizes proactive, preventive measures, personalized conflict-free care, and the integration of technology to enhance outcomes. In recent years, the professions of financial planning and advisory have undergone significant changes,…

  • How to evaluate the return on my investments?

    How to evaluate the return on my investments?

    How to evaluate the return on my investments? Time Weighted Return (TWR) and Money Weighted Return (MWR) are two distinct methods for evaluating and comparing investments or projects. Time Weighted Returns (TWR): Definition: Time Weighted Returns measure the compounded growth rate of a portfolio over a specific period. They eliminate the impact of deposits and…

  • Elite athletes: are they set for life?

    Elite athletes: are they set for life?

    Elite athletes: are they set for life? Financial planning for professional athletes requires a specialized approach that addresses their unique career trajectory and the financial challenges they face. While you might think that someone earning millions of dollars a year couldn’t possibly have financial worries, the opposite is often true. A high net worth can…