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The Master’s Minute

Helpful Tools and Tips

The Master’s Minute – Adding Up the Small Stuff

April 12, 2022 by Garrison R. North

As financial advisors, we strive to provide value to our clients in many ways. Most commonly, our value is thought of in terms of the ‘big things’ we help our clients accomplish such as planning for retirement, executing a business transition plan, or becoming debt-free. These major accomplishments are milestone events and are occasions we enjoy celebrating together. However, under the surface, there are many small details that go into… Read More

Filed Under: Master's News

The Master’s Minute – What is Risk?

May 26, 2020 by Garrison R. North

In the investment world, we normally think about risk as volatility or how much a particular investment fluctuates in value. In general, the more risk we are willing to take, the higher the potential reward could be in the long-term. But is that all there is to risk? Lately, I’ve been looking at risk through a different lens, the lens of trade-offs. Every decision we make involves a trade-off, some… Read More

Filed Under: Blog, Master's News

The Master’s Minute – The Night is Darkest Just Before the Dawn

April 21, 2020 by Garrison R. North

Have you heard this saying before? It was used in one of my favorite movies, The Dark Knight, spoken by politician Harvey Dent. After some further research, I discovered two things: This quote is not original to the movie. In fact, it traces back to the year 1650 and is also linked to a historic Irish song. There is no scientific evidence that supports the saying. The darkest part of night… Read More

Filed Under: Blog, Master's News

A New Look

February 15, 2018 by Garrison R. North

Exactly four years ago we introduced our first blog post to you. We hope that you have found our blog posts both timely and relevant. We have thoroughly enjoyed your personal responses after each post. We have decided to use this four-year milestone to refresh our look and give additional focus to our posts. We have created this unique look for our blog to distinguish it from our other marketing… Read More

Filed Under: Blog, Master's News

A New Venture

November 1, 2017 by admin

After nearly fourteen years of serving clients at Master’s, I will be moving into a completely different line of work. Starting in December, I will be leading a team who will serve seniors who want to stay in their homes, but for various reasons, cannot care for themselves. The decision to leave Master’s was not an easy one. I have thoroughly enjoyed my interactions with each of you who have… Read More

Filed Under: Blog, Master's News

Michael Schwartz Receives CPFA Designation

October 13, 2016 by admin

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

Filed Under: Master's News

Garry North Receives CFP® Designation

September 7, 2016 by Garrison R. North

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

Filed Under: Master's News

Lyle Hershey Receives RICP® Designation

August 25, 2015 by Lyle E. Hershey

Master’s Advisors is proud to announce that Lyle Hershey, CFP®, CLU®, RICP®, has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. From The American College of Financial Services, “The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning,… Read More

Filed Under: Master's News

Job Opportunity at Master’s Advisors

July 31, 2015 by Lyle E. Hershey

As you have recently read in our blogs and newsletters, it has been an exciting time of growth for Master’s over the last few years. We have enjoyed partnering with new clients, starting new initiatives and enhancing our servicing procedures. Since Master’s started in 1994, we have held a strong conviction that client service will be a focus of our firm. In an effort to continue to enhance the client… Read More

Filed Under: Master's News

2014 Is A Significant Milestone for Master’s.

September 25, 2013 by Lyle E. Hershey

In May, we will celebrate 20 years in business. As I think back to January 1994, I recall a foundational event in the formation of the company where we decided to spend a few days together in a mountain cabin to formulate plans for the new company. It was during that time that we decided on the name Master’s, developed our initial mission statement and discussed the core principles that… Read More

Filed Under: Master's News

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Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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