Index To Investment Advisor Content

Investment advisors should actually be referred to as fee-only fiduciary advisers that offer advice, council, instruction and often implementation of actual investments related to the stock market, equities, bonds, mutual funds etc. The content here will start to give you academic insight to investing. These Tips & Clips on investing including financial concepts currently being taught at the vast majority of business schools and universities in America. Take a glimpse and learn about the empirical science that's been tested for over five decades. Investing can be complex but if you have an investment advisor coaching you you don't need to know everything, just a few right things.

Why Not GIPS?

I was just reviewing our 20 year returns recently for all of our portfolios and was pleasantly surprised how well the market has performed in the last 20 years. Despite […]

Looking Out for Mr. Ponzi

This summer Bernie Madoff will be celebrating his 4th anniversary in federal prison, 146 years to go. Madoff masterminded the largest Ponzi Scheme (slang for financial scam) in world history.  […]

Don’t You Bet Your Life On It!

This is a famous line, used many times, by the western actor John Wayne. When you think about it, every day we bet our life on decisions we make, from […]

Boomers: Children & Chaos

The WealthCounsel® and Trusts & Estates® Magazine recently published an Annual Industry Trends Survey. The survey compiled data from roughly 1500 industry professionals primarily made up of Attorneys, CPAs, Financial […]

Main Street Money Part 6

It's Your Money
It's Your Money
Main Street Money Part 6
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“Main Street Money Part 6” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Street Money Part 5

It's Your Money
It's Your Money
Main Street Money Part 5
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“Main Street Money Part 5” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County. Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Street Money Part 4

It's Your Money
It's Your Money
Main Street Money Part 4
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“Main Street Money Part 4” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Tastes Like Chicken! Smells Like Fish!

Every once in a while, I run into an investor who bought a financial product that, upon reflection, may not have been totally appropriate given the individual’s personal and financial circumstances.

Not that the investment was completely “wrong”, but perhaps a different product or approach may have better met the client’s goals and objectives.

One thing you can do to help keep this from happening to you, is to find out who the advisor works for. I don’t mean the specific company that employs him or her, but the type of company that employs the advisor. That information can go a long way to help you understand whether the financial advisor’s loyalty is to you, or to the employer.

Main Street Money Part 3

It's Your Money
It's Your Money
Main Street Money Part 3
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“Main Street Money Part 3” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County. Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Steet Money Part 2

It's Your Money
It's Your Money
Main Steet Money Part 2
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“Main Street Money Part 2” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County. Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Street Money Part 1

It's Your Money
It's Your Money
Main Street Money Part 1
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“Main Street Money Part 1” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus, promoting his new book and PBS special “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

You Don’t Know, What You Don’t Know

Hidden Fees! They are all over the place when it comes to investing.

At least once a month, an investor tells me that another advisor offered managed accounts where the one and only portfolio cost would be the advisor’s fee. Often the fee quoted would be somewhere between 1.25% and 2.25%, plus or minus a little bit. That other advisor would say that there are no other costs and that everything else is free or all inclusive and that absolutely no other expenses would apply.

Innovation Will Prevail

It's Your Money
It's Your Money
Innovation Will Prevail
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This week Paul Nichols, the president of Financial Abundance, and Deb Seaward talk about how innovation will prevail with the country’s current debt crisis and the depressing headlines. We must always stay grounded in the fact that entrepreneurism and innovation always has and always will conquer America’s woes. The “Investor Coach” hits another home run this week!

Financial Abundance, Inc., a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

http://www.FinancialAbundanceInc.com or 866-867-5745

Thank you

Portfolio Construction: Navigating the Fog of Investing

Excerpts from Navigating the Fog of Investing. The world finance is lauded with manufactured perceptions and techniques designed to create transactions. The revenue created from transactions, that is stocks and […]

“For the Record” interview with Paul Nichols

Jed Donahue host of “For the Record” interviews Paul concerning financial literacy and the lack of education we see in America.