We approach each client engagement with an open mind and no preconceived notions of what you should or should not do. We are objective advisors with no agenda but yours. This is why we listen first and perform thorough and efficient fact finding. By asking the right questions, we achieve clarity about our client’s goals. Through an unfiltered, open … Continue reading Financial Planning
Why Should You Diversify?
Investors can benefit from consistent exposure in their portfolios to both US and non-US equities. Read More [article from March 2016]
The Seven Roles of an Advisor. What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. Read More.
The Art of Letting Go In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head. Read More.
We've posted a new video from PBS Frontline and encourage you to take a look. "The retirement gamble, the retirement crisis." American’s entrust trillions to financial service providers, but is the system working? Will your IRA or 401(K) accounts ensure a safe retirement? View the video HERE.
We are dieticians, not butchers Confused by what the difference is between Fiduciaries and Brokers? This two minute video is the best explanation we've come across.
Financial News vs. Financial Noise By ignoring overheated headlines, passive investors can ride out bumps in the market that more reactionary investors get stuck in. Highland Investment Advisors’ Financial News vs. Financial Noise can be viewed by clicking here. -or- Access the entire Highland Columns Volume 2, Issue 2 by clicking here.
The Biggest Fund Company You Have Never Heard Of One mutual fund company rose to the top of nearly 700 companies nationwide last year. For Highland clients, the company's name is a familiar one. For most other investors, it is one of the largest mutual fund complexes nobody has heard of. Highland Investment Advisors’ The … Continue reading
The New York Times: How To Improve Your Financial Willpower, By Ramit Sethi
Yogi Berra, while sitting down at a pizza restaurant, was reported to have said, "You better make it four slices. I don't think I could eat eight." Replace "pizza" with "asset allocation pie chart" and we think Yogi was actually on to something. Ask any investor to think about asset allocation, and pictures of pie … Continue reading