How Do I Fiduciary Thee? Let Me Count The Ways
It is not whether your financial professional is your fiduciary or not - it's how their fiduciary status actually works (and when).
Open Window's Insight Articles
A Physician For Your Finances: Celebrating 20 Years
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.
Where Are The Customers' Yachts?
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.
Fee-Based is Not Fee-Only
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.
The Best Financial Advisor Firms - Nevada 2021
Today, Open Window was "Confirmed" as one of the "Best Financial Advisor Firms Nevada 2021". We turned the recognition down.
Big Hat, No Cattle
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 in My Will
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.
Finding Your Fiduciary Financial Advisor
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'.
Advice or a Salespitch?
A checklist for finding a Full-Time Fiduciary. "Everybody claims to be a trusted advisor when some are really only salespeople."
Good Advice
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.
What Is a CERTIFIED FINANCIAL PLANNER™ Professional?
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.
Finding Your Fiduciary Financial Advisor (in 2015)
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?