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Financial Misadvise: Common mistakes and assumptions made by Financial Advisors (Part 4: Annuities)

(This is the fourth article in a four-part series. Click here to read Part 1, Part 2, and Part 3.) By:  Henry VanBuskirk, CFP®, Wealth Manager Everyone’s had that story of their friend or family member that said they got shafted by some seedy financial advisor. However, there is a huge difference between what is legal and what is ethical. The majority of these “seedy” financial advisors are...

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Financial Misadvice: Common mistakes and assumptions used by Financial Advisors (Part 1: Return Assumptions)

(This is the first article in a four-part series) By:  Henry VanBuskirk, CFP®, Wealth Manager Let me just start off and say that nobody’s perfect or infallible (including BFSG).  As a wise man once said, “To Err is Human, to Forgive is Divine”. It is one thing to make a mistake, but another to learn from it. We pride ourselves on working to avoid pitfalls and always being eager to...

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