Just Build Wealth Blogs

Finding the Right Financial Advisor: Why It’s So Hard (and How to Succeed)  “I think it’s very important to have

Common Mistakes Made When Hiring a Financial Advisor (& How to Avoid Them)  When you’re making big life purchases like

The First Meeting: What to Look For When Interviewing a Financial Advisor You’ve taken the crucial first step in your

Avoiding The Common Mistakes For Finding A Financial Advisor Avoiding the phrase ‘I don’t have time…’, will soon help you

The easiest way to protect your portfolio from geopolitical risk is to not invest internationally. This is not to say

Finding the right financial advisor is hard work.  There is no database that matches both competencies and personalities of advisors to

Eliminate the noise: Just Build Wealth   There are a dizzying number of suggestions online on how you should manage your

In the early 1990s, I stumbled upon a business management process that has set the tone for my Lattice Wealth

The first step for portfolio management is asset allocation. Creating a portfolio blend that increases portfolio consistency is so important.

Financial Advisors: Pick a lane!  Ever wondered exactly what comprises the roughly 300,000 “Financial Advisors” in the United States?  There

Financial Advisor Interview Questions When choosing a financial advisor, the public faces some challenges they are simply unaware of.  There

As you prepare for a liquidity event, SBA Link the financial advisor is generally the hub of the wheel.  Like

My experience is that most tax-preparing CPAs and EAs look backwards, at the previous year’s tax experience.  It takes overt

A Financial Advisor looks at Taxes Tax preparation usually doesn’t mean tax planning. Preface: My experience is that most tax-preparing

Let’s define risk. The wall street folks define risk using Harry Markowitz’s approach, calling it volatility. They throw a “statistically significant”

Keys to success as a financial advisor. It is extremely common that any one investor might have one stock that

Managing Concentrated Positions It is extremely common that any one investor might have one stock that is greater than, say,

Fixed Income and the Retail Investor! Bonds or fixed income really have two purposes for the US individual investor: income

Forget “Wall Street Strategists”—think yield curve! There is a cottage industry in the business of forecasting markets. It is meant

Private Investments are diversifiers There are just four investable asset classes for your serious money: stocks, bonds, cash and real

Why limit your stock investments to the United States? At the risk of being incredibly biased toward investing in America,

Monte Carlo Analysis Betting with Monopoly Money You do the client a disservice if you show them a line chart

No one gets the market return No one gets the market return, or ever will. There’s a fascinating passage in

Required Minimum Distributions and Roth Conversions We have already covered our approach to using dividends and income primarily when taking