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ABCD’s of Investment Professionals

Many investors are confused by who’s who, much less knowing who’s in whose corner. By J Thomas Knight, CFP®, CPA Advisors, Brokers, Commissions, Designations, etc., confound many an investor. There is an abundance of “advisors” and even more “designations” all...

Bear Market History & Industry Failures

Our industry is failing you because too many Advisors ignore history and thus are not loaded and ready for bear.  By J Thomas Knight, CFP®, CPA Bear Market Definition: A bear market is when a majority of stock prices are declining and declining substantially over...

PRICE vs. COST

Many investors fail to ask the BEST question to get the TRUE cost of working with a financial advisor.  By J Thomas Knight, CFP®, CPA Money, income, savings, portfolio, retirement, estate, legacy; it’s so important that there are multiple ways to say the...

Painful Losses and Grueling Recoveries!

Still recovering from the pain of the 2007-2009 market drawdown?  By J Thomas Knight, CFP®, CPA Market drawdowns are like experiencing a major injury. The initial pain can be debilitating, but the on-going “torture” of recovery or physical therapy can be more than...

Who is, What is, and Why a Fiduciary?

Investors should know if their advisor is a Fiduciary.  By J Thomas Knight, CFP®, CPA One of the primary concerns when evaluating any type of Advisor is whether or not they will work for your best interest. In the world of investments, hiring a Fiduciary should...