Full disclosure, neither I nor anyone else at Alpha Financial Nordic can help you set up a Family Trust. However, since our mission is to maximize your financial performance, we urge you to consider getting one. This is why; Securing the Future of Your Loved Ones For those with assets earmarked for their family’s future,…

You may be losing a fortune, and never know (watch Tony Robbins below). Studies show that Americans are wasting 2-5% of annual investment returns by being misled or making mistakes on their own. We see it way too often. Who takes your money? Wall Street. Plug in your numbers below and determine the “gift” you…

The rich are getting richer, and many cry foul play. The income gap between the rich and the poor in the United States is bigger than ever, but what can you do about it? Bashing the rich may feel good, but perhaps there’s a more strategic and productive approach you could take. How about taking…

While predicting winners or avoiding losers might be tempting, historical data demonstrates the futility of this approach. This post explains the perils of market timing and security speculation, emphasizing the merits of a diversified, long-term investment strategy. Market Timing Risks: Market timing involves trading stocks based on short-term market shifts. Many believe they can buy…

When seeking financial advice, it’s important to understand the differences between different types of financial advisors. In particular, it’s crucial to understand the distinctions between fiduciary, non-fiduciary, and dually registered advisors. In this post, I will explain the key differences between these types of advisors. True Fiduciary Advisors Non-Fiduciary Advisors Dually Registered Advisors True Fiduciary…