Open Window was founded 20 years ago today. Created by Joe Hollen, MD, CFP®, and led by his son, Eric Hollen, CFP®, join us in celebrating our 20th anniversary as a fee-only fiduciary—a stronghold for your family's financial journey.
It is not whether your financial professional is your fiduciary or not - it's how their fiduciary status actually works (and when).
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Let’s fill in some of the blanks.
If your financial professional works in a fee-based firm, they can say they don't work on commission. But they still might. What you likely want is a fee-only firm.
Today, Open Window was "Confirmed" as one of the "Best Financial Advisor Firms Nevada 2021". We turned the recognition down.
Sometimes, a big income just means bigger expenses; and great wealth means greater problems. Here are a few concerns that we're hearing from clients like you.
The investment instructions below are essentially identical to certain instructions I’ve laid out in my will. It is what I believe is best for my family's investment assets after I am gone.
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? First, There Is Fiduciary. Next, there is Fee-Only. Finally, there is competence and a 'click'.
A checklist for finding a Full-Time Fiduciary. "Everybody claims to be a trusted advisor when some are really only salespeople."
In today’s climate of free financial plans, $0 fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial adviser.
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets certain requirements and demonstrates the requisite experience, education, and ethical standards of the CFP® mark.
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?