The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values. Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.
A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first.
James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
All about your advisor, the IFG philosophy, and answers to most frequently asked questions.
Understanding the Diversification Puzzle
The value of ESG – or even what it is – hasn’t been defined. So, it depends on who you ask, how the law is interpreted, and apparently, who’s doing the packaging. Oh, yes, it also depends on how you quantify it.
How about an asset class that doesn’t have the risks of stocks or bonds? One that can provide stability and peace of mind.
The value of ESG – or even what it is – hasn’t been defined. So, it depends on who you ask, how the law is interpreted, and apparently, who’s doing the packaging. Oh, yes, it also depends on how you quantify it.
How about an asset class that doesn’t have the risks of stocks or bonds? One that can provide stability and peace of mind.
