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Author name: AdminJ

five reaons you ve never thought of to hire a financial advisor my lattice wealth management

Five Reasons You’ve Never Thought of to hire a Financial Advisor

While my list is likely incomplete, these are issues we are involved with when working with a business owner anticipating a business exit. 1) Enforce discipline.  Many, many people employ coaches to learn to play the piano, keep them exercising, dieting, or growing their company.  Yet, when it comes to that key foundational asset, their

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lattice wealth forget wall street strategists think yield curve

Forget “Wall Street Strategists”—think yield curve.

There is a cottage industry in the business of forecasting markets. It is meant for entertainment, not for advice. It began with newsletters, then with radio shows, then with televisions shows, even cable networks. Now websites. There are conferences dedicated to the subject. But, In the immortal words, of William Goldman in his Hollywood memoir:

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lattice wealth about fees

About Fees

Portfolio Manager Financial Advisors are inexpensive…maybe. First let’s be absolutely clear about one thing. Aside from simply buying very inexpensive ETFs, with which you get absolutely no advice from a seasoned portfolio manager/financial advisor, we believe we are the least expensive alternative for any client who wants professional help.  Advisors Fees can be opaque. I

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