When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
Markets crash all the time. You should, at minimum, expect stocks to fall at least 10% once a year, 20% once every few years, 30% or more once or twice a decade, and 50% or more once or twice during your lifetime. Those who don't understand this will eventually learn it the hard way.
Someone emailed me last week asking why this is:
Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is one of the most rewarding tasks you can undertake. You will feel an enormous sense of accomplishment when you complete your estate plan. You see, the state already has a will for you (sometimes referred to as the “intestacy” statute).
Tips for preventing fraud
Cybercrime and fraud are serious threats and constant vigilance is key. While Robert Gordon & Associates plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices.