Blog tagged as Financial Professional

What are Your Investments Really Costing You?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?
10/22/2021 08:00 AM - Comment(s)

What a Financial Advisor Can Do For Entertainment Professionals

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Strateon Intelligent Wealth works with entertainment professionals on both sides of the camera (or microphone), across various disciplines, including crew members, producers, directors, actors, athletes, writers, musicians, choreographers, dancers, and more.
08/24/2021 10:18 AM - Comment(s)

20 Myths About Working With a Financial Planner or Advisor

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Financial education around saving and investing money is for everyone. Even though everyone has different perceptions and expectations about a financial advisor’s purpose, the goal remains the same: getting your money to work for you.
08/12/2021 09:40 AM - Comment(s)

What Is Fiduciary Investment Advice and Why Does It Matter (Now More Than Ever)?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor …
01/31/2021 09:00 AM - Comment(s)