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Ginger Weber

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What is a Robo-Advisor?

By : Ginger Weber | May 1, 2021

What is a robo-advisor? At Premier Financial Group, we understand that investors have many choices when it comes to selecting the right financial advisor for their needs. In recent years, the choices available to investors have increased with the advent of the so-called robo-advisors.  Just as the travel industry changed from DIY booking sites and automated…

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How Often Should I be Meeting with a Financial Advisor?

By : Ginger Weber | March 21, 2021

Do you often ask the question, “how often should I be meeting with a financial advisor?” If so, you’re not alone; we’re often asked if there’s a standard time frame that investors should adhere to.  Meeting with a financial advisor is extremely important to keep up with investments. Though we always recommend — at a…

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Top 8 Qualities in a Professional Wealth Advisor

By : Ginger Weber | August 19, 2020

Choosing the best professional wealth advisor isn’t easy. With so many options out there — from brokers to insurance agents — investors often find it difficult to select the right investment firm for their individual needs.  In fact, we’re often asked what to look for in a financial advisor. We understand that choosing a professional…

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Have you ever considered trying to beat the market? If so, you’re not alone. A Google search for the phrase “beating the market” brings up 37.5 million results; a quick search for the same phrase on Amazon yields 493 matches in the “books” category alone.  Can you beat the market? Given the prevalence that this…

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During challenging economic times, many new Premier clients say they’ve come to us because they’ve pulled away from traditional investment strategies and began to react to every market whim and event. This course of action rarely, if ever, works. There are no quick or easy gimmicks to financial success. There are, however, clear steps you…

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We’re often asked if estate planning strategies fall within the realm of the investment guidance services offered by wealth advisors. The answer is a resounding “yes!” In fact, we like to tell our clients that good wealth advisors will not only help with estate planning strategies, but they’ll go above and beyond to ensure that…

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If you’ve ever felt confused or overwhelmed by the industry terminology used by some investment professionals and financial pundits in the media, you’re definitely not alone. From basis points to derivatives, leverage to LIBOR, financial advisors, and seasoned investors certainly seem to throw around a lot of buzzwords.  But don’t worry; you don’t have to…

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Tax Consequences of Active Investing Financial Strategies

By : Ginger Weber | February 3, 2018

We’re often asked about the tax consequences that come hand-in-hand with active investing. Given the substantial tax impact of high portfolio turnover, it’s easy to understand these concerns. Our wealth advisors think that the IRS must love financial advisors who pursue active investing because of the massive amount of taxes that are routinely generated. Given…

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Registered Investment Advisors Search: The Benefits of RIAs

By : Ginger Weber | November 11, 2017

Many of the investors I talk with question whether they have a good wealth advisor. Often, I’m surprised to hear that their investment stories and experiences are characterized by poor guidance, lackluster service and, sometimes, outright financial abuse. Many people advertising themselves as registered investment advisors don’t provide any meaningful service to their clients. It’s…

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The Pitfalls of Chasing High Yield Bonds

By : Ginger Weber | April 14, 2012

With interest rates hovering near zero, many investors are concerned with what they are earning on savings, money market accounts, certificates of deposit, and other fixed income investments. The tendency among both individual and institutional investors is to seek high yield bonds. Recent history reminds us of the dangers inherent in this approach. This newsletter…

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Behavioral Finance and the Impulsive Investor

By : Ginger Weber | August 20, 2011

It is not uncommon to see investors making irrational financial decisions. Behavioral Finance is a relatively new field that combines psychology with conventional economics to determine why these decisions are made. Behavioral finance is something that any skilled investor should consider. “Availability Bias” speaks to the fact that people tend to heavily weigh their decisions…

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