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I FUNDAMENTALS Definition of Wealth Management Simply put, total wealth management is the coordination of an investor’s investment, tax, and estate needs into a comprehensive plan in order to achieve his or her financial goals. It is a consultative process used by...
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BY JOHN LOHR Are financial advisors making a mistake in trying to steer investors away from making what seems to be a bad idea? Take for instance the client who calls you today and wants out of the market entirely because they’re not comfortable. Generally, we would...
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Planning Pointers Subscriber
BLOG by John Lohr I write for and contribute comments for a high profile investment website which has 7 million investor subscribers. We have been having a pointed discussion among the contributors and investors as to the value of financial advisors. Some don’t...
