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A blog about keeping you up-to-date with the latest Financial Planning and Wealth Management news.


Larry Riley has more than 42 years of experience in the financial services industry, specializing in portfolio management and trust administration. Larry was most recently with Northern Trust Bank in Miami for tenure of 26 years. View Bio

The most successful investor sometimes needs expert advice.

The most successful investor sometimes needs expert advice.
We’ve all heard of the “millionaire next door,” the investor who quietly amasses a fortune by living within his or her means, buying the right securities, and faithfully staying the course through various stock- and bond-market cycles. Perhaps we even know a few such people.   This sort of person typically eschews the services of a financial planner, reasoning that his or her own strategy has worked so far, and that the financial planner’s fee is an unnecessary expense. But financial planning by an objective professional — one who has no proprietary products to sell —is an investment that will...
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