“Off the Wall” Blog
Browse Frequently Asked Questions
Advice without opinion is ubiquitous. Just about anyone will give you some of theirs. You want to see your options, all of them, and understand our opinion on why it’s worth considering one over another. Because you can have all of the money in the world and not know any of those things.
Our niche is working with people who are coming into newfound wealth and are faced with a sudden need for meaningful advice from a Team, or as we refer to it, a Collective Mastermind. These are typically business owners going through a sale, individuals with newly inherited wealth, and highly compensated executives with at least $5mm in assets.
So what kinds of questions do our clients ask? Find the answers below and download “Questions to Ask When Choosing a Financial Advisor” for the most important questions you should ask your Financial Advisor right now.
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Browse Articles on our Frequently Asked Questions
3 Types of Financial Advisors: Goldilocks Edition
Remember the fairy tale about Goldilocks? You know, the little blonde girl who broke into the home of an innocent family of bears, and helped herself to three meals and a nap? Moral ambiguities...
Financial advisor vs. fiduciary: let’s break it down.
In an industry largely characterized by a lack of corporate accountability and conflicts of interest, we want to be the outspoken financial mavericks you can turn to for advice and straight-forward,...
What is an expense ratio and why is it important to an investor?
Expense ratios can be confusing. What are they? What do they reveal about a fund? Why should you, as an investor, care about any of this? Understanding expense ratios is important if you have...
Vlog: The Economic Cycle – How it Works in Everyday Language
A lot of people ask how our MONCON Recession Plan works. I’m going to refrain from discussing the exact data it looks at, but in general, it’s data that are representing the economic cycle....
Get Them Straight – Hedge Funds, Pension Funds and Your Funds
I’ve been working in wealth management for over two decades now. It’s changed a lot, mostly for the better, but the one thing that has remained consistent is investor behavior. One of the most...
Vlog: Inversion Aversion
I received a lot of great feedback and encouragement on yesterday’s video, and wanted to further dive into two questions that have come up: What did I mean by “distortion”? Why does a yield curve...