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.
- We are CERTIFIED FINANCIAL PLANNER TM practitioners.
- 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.
- Please see Stowe Financial Planning’s ADV Part II legal disclosure or click here to view our Client Relationship Summary disclosure.
Please contact us today to schedule a complimentary meeting to discuss your planning needs.
Latest Blog Posts
The first six months of 2022 saw the S&P 500 decline 21% from its all-time closing high at 4,796 on January 3 to a closing low of 3785 on June 30. More noteworthy even than the extent of the decline was its gathering violence: in mid-June, the market ran off a streak of five out of seven trading days on which 90% of S&P 500 component stocks closed lower. This is one-sided negativity on a...
While July is so-far-so good, we don’t know if the stock market is headed out of a rough patch or falls further from here. The biggest problem for investors is the future never plays out exactly like the past so knowing what to own ahead of time is difficult. The only way we know how to protect against that possibility is through diversification. Diversifying your portfolio is essentially “spreading your bets” across multiple asset categories...
There has been no shortage of recession predictions this year. We may be in the midst of one as the US will likely report another decrease in GDP (gross domestic product) this quarter. Most advisors and investors define a recession as two consecutive quarters of negative growth in GDP. However, the committee from the National Bureau of Economic Research who is responsible for declaring a recession does not base their decision solely on negative GDP...