When prospective clients meet with us to evaluate their portfolio, many investors are unaware if their portfolio is experiencing sub-par performance relevent to the appropriate benchmarks. Here’s what to look for when you’re evaluating your investments’ performance.

If you are like many Americans who have not yet retired, you may be actively striving to get to a place in life where work becomes optional.  With so many people focused on eventual retirement, and a number of tools to help you get there, why does getting to retirement seem to be such a challenge? 

Premier’s team finds that there are a number of obligations and expenses that are competing with an investor’s commitment to save and invest.  Here are some of the common items we find that prevent investors from saving more, in no particular order:

Premier Financial’s Advisors Discuss the Importance of Planning for Retirement

Eureka, CA: On May 6, 2017, Teresa Conley CFP®, Vice President and Financial Advisor, and Francoise Crandell, Financial Advisor, of Premier Financial Group presented on the importance of planning for retirement at the Well Being of the Working Woman Conference.

When it comes to selecting a wealth advisor, one thing is certain: You have a lot of choices. But how do you determine if an investment professional is truly qualified to help you with your strategic wealth planning? After all, the planning decisions you make now impact your financial future for years to come, so you need to vet your wealth advisor carefully.

Credentials offer one way to evaluate a potential wealth advisor. These designations indicate that an investment professional has attained a certain level of education and training. Here's a guide to eight common credentials.

Clients often come to our 401k advisors with questions about their accounts. It's understandable; with all of the retirement plan options out there, it's easy to have questions about which strategies are the most effective.

Read on to discover the 7 things 401k advisors wish every investor knew about 401k plans, so they could make the most of this investment tool.

If you've ever wondered if the costs associated with working with a wealth advisor are worth it, you're not alone. In fact, an article at the Motley Fool described the cost of using a financial advisor as "brutal," referring to a hypothetical 1 percent of assets annual fee reducing net returns, as well as the longer-term impact of fees that aren't reinvested. 

While the article may have come across as a bit hyperbolic, it wasn't all negative... and it did bring up a valid point: Investors should always evaluate the services they receive from their investment professional to determine if the services are worth it.