Trilogy Financial

What Financial Advisors Can Learn from Stephen Hawking’s Legacy

By Trilogy Financial
March 22, 2018
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We are at our best as educators and space-makers for a deeper engagement with the financial world, and all our work with our clients should spur on hope.

Many people in my profession would not make an immediate leap from the late physicist and cosmologist Stephen Hawking to our work of capital markets, mutual funds and financial planning. This is understandable. Our work in financial advising is overtly pragmatic. It’s either mathematical or fervently personal, with little room for theory or imagining the “why” behind what we do. It is—I suggest—so much like the world of science Hawking was awakened to 50 or more years ago. He watched as the imaginations of his peers went deeply to the practical, to the technological, while he dreamed of deeper questions about how and why.

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By Trilogy Financial
March 16, 2020

We have no doubt that the Coronavirus and the market volatility surrounding it have dominated your newsfeed of late. Naturally, this leads to questions and concerns about the market in general, and about how it impacts you specifically.

It is true that there are a lot of variables at play, a great majority of them out of your control. What is under your control is how you respond, or not. First and foremost, do not let fear guide your decisions. Market swings are inevitable. Long-term, goal-oriented investors understand the need to stay the course and, at times, do nothing at all. Dave Ramsey suggests the following, “Do not get off the roller coaster in the middle of the ride.”  Those who heeded this sound advice back in 2008 benefitted from the market rebound in 2009 and beyond.

Of course, our Financial Advisors are always available to address any specific concerns you may have and, if necessary, re-evaluate your financial plan. Clearly, times change. If your life, goals, or risk tolerance has changed, let’s sit down and make sure we are still on the best track for you to achieve financial independence.

Please know that Trilogy Financial remains committed to providing the resources you need to navigate through the uncertainty. Most importantly, rest assured knowing that this too shall pass and that you are not alone.

 

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.  All investing involves risk including loss of principal. No strategy assures success or protects against loss.  The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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By Trilogy Financial
April 6, 2018

We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do?

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