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Does “Do It Yourself” Investing really work? Can the average American, who is not schooled in finance, really do it themselves? Can a human kiosk replace financial advisors in the […]
Index To Financial Planner Content
Financial Planner is the term most often used in finance, these individuals directly work with public and often create holistic financial plans. Below you will find coaching related to the structure of the industry, along with some interpretations that may be valuable to understand when working with planners.
Do-It-Yourself Investing
09/20/2018 by
State College, PA – It seems in the last few years, there has been a strong push in the financial arena encouraging people to “Do-It-Yourself”. The idea that with technology […]
The Real Cost of Safe Money
09/13/2016 by
Altoona, PA – A fellow Investor Coach shared a story about a Senior Citizen on a radio talk show the other day, lamenting about the ultra-low CD rates the banks […]
Preparing For Peace of Mind
08/02/2016 by
As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in […]
The Investor’s Dilemma
06/23/2016 by
Investments, income planning, portfolio construction, and tax planning are just a few topics that throw many people into the investor dilemma mindset. We are all emotional individuals; we want to […]
Are You Diversified?
06/23/2016 by
When it comes to portfolio construction, as well as portfolio allocation, one of the biggest areas that investors do not understand is the concept of dissimilar price movement. A simple […]
In Life and Retirement Planning “It’s Never a Mystery”
02/27/2014 by
Lewisburg, PA – The common phrase “it’s never a mystery”, should end with, “except for the people involved”. Is it a mystery why the athlete medals in the Olympics? Not […]
Why Not GIPS?
06/10/2013 by
I was just reviewing our 20 year returns recently for all of our portfolios and was pleasantly surprised how well the market has performed in the last 20 years. Despite […]
Looking Out for Mr. Ponzi
04/11/2013 by
This summer Bernie Madoff will be celebrating his 4th anniversary in federal prison, 146 years to go. Madoff masterminded the largest Ponzi Scheme (slang for financial scam) in world history. […]
Memo to Financial Advisors: Women Are Not Men!
08/08/2011 by
Supposedly, Freud once posed the question: What do Women Want?
It seems to me the Financial Industry is still trying to figure that out. (But then again, aren’t most men?)
Smart Money reports that over 70% of women feel underserved and dissatisfied with the financial-planning services they receive.
This crazy economy has handed advisors a golden opportunity to reach out to women…who know they need help and, according to the question I get most often, are desperately looking for advisors they can trust.
Here’s where I believe the financial industry has missed the boat. Advisors are talking to women just like they do men…because the financial world is based on the male model of communication. Big mistake.
Women are not men!
What’s Your End Game?
07/01/2011 by
I often get the deer in headlight stare when I ask that question. My father was a taskmaster my whole life….to the point of annoyance as a young person. The […]
Women & Investing Weekly Clarity Coaching
05/19/2011 by
This weeks Weekly Clarity Coaching is coming from Deb Seaward here in our office. She has been working hard to add some coaching for women to our office, here is a taste of more to come.
Men no need to watch this one…..not!!!! Guys the ladies in our lives are far too important, lets all get coached up!
Need Financial Help?
03/01/2011 by
[pdf-embedder url=”https://www.faicoach.com/wp-content/uploads/2017/03/Need-Financial-Help.pdf” title=”Need Financial Help”]
Financial Planning Statistics
10/20/2010 by
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This week, Paul Nichols, the president of Financial Abundance gives a market update and talks about planning and how most people don’t think they can afford a financial planner. Did you know that only 67% of consumers do not have a written financial plan. Financial Abundance operates under the core belief that education plus understanding leads to clarity and confidence resulting in peace of mind.
Financial Abundance, Inc is a Registered Investment Advisor based in Centre County with offices throughout Pennsylvania.
Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.
http://www.FinancialAbundanceInc.com or 866-867-5745
Thank you
Financial Literacy Part One
09/08/2010 by
Paul Nichols, the president of Financial Abundance, talks about why he enjoys being the “Investor Coach”. When it comes to investing. Who do teaches the rules? Who makes the rules? […]
Clarity Coaching Tips
Common Sense Videos
It’s Your Money
Media Appearances
