Since my initial interview for a position with Master’s Advisors, there has been a purposeful focus on building relationships with our clients. It’s woven into who we are as a company. Though the years, I’ve witnessed advisors recall minute details of a client’s situation, financial plan or life circumstances. Truthfully, I’ve always been envious of such memory recall. However, I’ve come to the realization that, while memory recall is certainly… Read More
Blog Series: The Master’s Difference
As we conclude our blog series, “The Master’s Difference,” today’s blog will focus on Master’s unique approach to creating a personalized financial plan. The primary reason for using the services of a financial planner is to get objective opinions and advice regarding your entire financial picture. Your financial planner should understand your personal goals and objectives, your values, and the things that are most important to you. A financial plan… Read More
Michael Schwartz Receives CPFA Designation
Master’s Advisors proudly announces that Michael Schwartz, MBA, CRC, CPFA, has earned the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors (NAPA). From NAPA, “The Certified Plan Fiduciary Adviser (CPFA) credential – developed by some of the nation’s leading advisers and retirement plan experts – demonstrates your knowledge, expertise and commitment to working with retirement plans. Plan advisers who earn their CPFA demonstrate the expertise required… Read More
Blog Series: The Master’s Difference
Driving a high performance car can be an exhilarating experience, but no matter how much fun you have driving a car, the basic purpose behind driving is to get from one place to another. Although the driving experience can vary greatly depending on the car, any functional car can get you where you want to go. In the same way that the purpose of driving a car is to physically… Read More
Blog Series: The Master’s Difference
What do you think of when you hear the word firewall? If you are a “computer techie” or work in corporate IT, you’re probably thinking about keeping your computer or network safe. Those of you who work in commercial construction may be picturing a concrete wall that would delay a fire moving between adjoining buildings. Perhaps you’re a car guy like me. I’m picturing that important part of the car… Read More
Garry North Receives CFP® Designation
Master’s Advisors proudly announces that Garry North, CFP®, has earned the CERTIFIED FINANCIAL PLANNER™ designation from The Certified Financial Planner Board of Standards. After two years of study, he passed the CFP Final Exam in July. From the CFP Board, “The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP®… Read More
Blog Series: The Master’s Difference
Over the next four blogs, we will focus on what we call “The Master’s Difference.” We will discuss how our views differ from many others in our industry and what that means for you as a client of Master’s.This post will focus on how our method of developing your financial plan differs from the method used by many in our industry. The financial services industry’s origins trace back to two… Read More
The Power & Privilege of Generosity
Recently, our oldest daughter Christie and I had a good conversation regarding the verses found in I Timothy 6:17-19. This passage from the Bible gives a clear call to generosity, in both attitude and action. As I thought more about that conversation, and those particular verses, I was impressed by both the power and the privilege of generosity. Let’s first look at the privilege component. This may be stating the… Read More
Who is Your Guide?
My family recently traveled to Annapolis, Maryland, for a day trip. On our way to Annapolis, we needed the assistance of the GPS in order to get us to where we wanted to go. It took us on a route that I would not have mapped out myself, but we got to our destination in good time. On our way home the GPS had us going through the middle of… Read More
It’s The Right Thing to Do
In April of this year, the Department of Labor (DOL) issued its much anticipated final rules that impose, among other things, fiduciary duties on advisors who recommend investments for all retirement plans, including Individual Retirement Accounts (IRAs). When the rule first came out, many in the industry wondered why IRAs were coming under greater scrutiny. It makes perfect sense when you think about how the retirement savings landscape has changed…. Read More
