The best solution is a fiduciary works for you and only you. As fiduciaries, we do not make a commission by selling a financial product to you. Our standard of care is your best interest. We are your advisor through thick and thin.
Second best is a broker who makes money from selling products. The salesman will call himself your ‘financial advisor’ until things go sideways and then claim the lower standard of ‘suitability’, as in “this was a suitable product to sell to a person like you and who knew it would go badly?” After all, they are not financial advisors, just salesmen and generally nice guys, too.
Why settle for second best?
- We are fee-only fiduciary advisors and members of the Fee-Only Network.
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- We are NAPFA-Registered Financial Advisors who require a fiduciary oath to put clients’ interests above all others in order to qualify for NAPFA membership.
- We are a full service planning firm dedicated to serving your best interest.
- Stowe Financial Planning, LLC is a Registered Investment Advisory.
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Please contact us today to schedule a complimentary meeting to discuss your planning needs.
Latest Blog Posts
Here’s a neat trick. Go to politicalcalculations.com. You will see an entry form on the first page. Put in your birthday. The format is “year.month (YYYY.MM)” It will tell you the total return of the S&P 500 over your lifetime. We bet the answer surprises you. You can also do this with any disaster. My favorite is the month before and after the October 1987 crash, because the return difference in the two start dates...
The body needs vitamin C. It can’t store it, so we must regularly get it in our diet. Bad things happen if we go for a while without it. Given enough time and bad news, investors will forget our investment philosophy and succumb to human nature (i.e., sell during tough times, belief of market timing, etc.). The human brain, faced with the cacophony of investment forecasts, hot picks, market experts, doom and gloom, etc., struggles...
The primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s volatility. We’ve been reminded of this almost hourly as the S&P 500 nears “official bear market territory,” defined as closing 20% below its January all-time high. Every market decline of this magnitude has its own unique precipitating causes. I think it’s fair to say that the current episode is a response to...