Monthly Archive: April 2012

Mark Martiak quoted in Reuters & Marketwatch

REUTERS U.S. Stocks – Wall Street Advances after Manufacturing Data (April 2, 2012) Click Here to Read More MarketWatch U.S. Stock Market’s Rise Leaves Many Behind (March 30, 2012) Click Here to Read More MarketWatch U.S. Stocks Extend Losing Stretch (March 22, 2012) Click Here to Read More

Important Financial Considerations for Divorced or Separated Women

If you are divorced or separated, the decisions you make about money will play a large role in your future financial security.  While we all know that money itself can’t buy or ensure happiness, your ability to manage your money will to a large extent dictate whether you will be able to reach a comfortable …

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Financial Planning: What’s Your Process?

I’ve been in the business for a while at this point. I’ve heard many stories from financial advisors about how they lead initial consultations and what the different methods are which they use to extract vital information from clients. The problem we often face as advisors is that clients offer us a decent amount of …

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Lessons learned from Steve Jobs

Financial advisers should ‘think different,’ just as Apple’s technology visionary did As appeared in “Investment News” There is plenty that financial advisers can learn from the late Steve Jobs. Often compared to Thomas Edison and Walt Disney, Mr. Jobs is recognized as one of the greatest visionaries of our time. He dazzled the technology world …

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Why You Need a Financial Advisor

Professional financial help goes far beyond picking stocks. Hiring an advisor arms you with expertise and resources with which to approach planning your financial future; especially as you increase your income and take on more responsibilities and investments. This coaching and support can help you to smoothly endure and make the most of the circumstances …

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Featured in Financial Advisor Magazine!

I don’t usually blog about my press mentions, but this month I had a pretty cool feature in one of my industry’s most prominent publications. Financial Advisor Magazine interviewed me for a story on social media and how advisors are dealing with the opportunities and challenges it presents. As a blogger, I’ve always been an advocate of …

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