An interesting article by advisor Roy Diliberto “Data Gathering vs. Discovery” gets to the heart of how advisors can distinguish themselves in a competitive marketplace. Obviously data gathering is 100% quantitative and provides the basic financial information we need to do our jobs.
Improving One’s Financial Health
Submitted by Bernhardt Wealth Management on February 27th, 2017A December survey by the National Endowment for Financial Education (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing debt (44 percent).
