by Jim Kopas, CFA | Mar 7, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor who is a good match for your needs is possible if you ask the right questions. Your job...
by Jim Kopas, CFA | Feb 16, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Today, more and more people are partnering with financial advisors to simplify their lives and reach their financial goals with added peace of mind. After a thorough screening, interview and evaluation process in selecting a financial advisor who is best matched for...
by Tom Kopas | Nov 25, 2016 | Business Cycle Investing, Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion surrounding active investing. As fee-only investment advisors we believe “active” is best...
