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
The Master’s Minute – What is Risk?
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
The Master’s Minute – The Night is Darkest Just Before the Dawn
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
A New Look
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
A New Venture
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
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
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
Lyle Hershey Receives RICP® Designation
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
Job Opportunity at Master’s Advisors
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
2014 Is A Significant Milestone for Master’s.
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
