todds

About Todd Sirrine

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So far Todd Sirrine has created 20 blog entries.
1403, 2024

Empowering Women’s Wealth: How High-Net-Worth Financial Advisors Meet Your Unique Financial Needs

By |March 14th, 2024|Financial Resources|

Embarking on a financial journey with high-net-worth financial advisors means more than just smart investment choices; it’s about building a partnership tailored to your unique financial narrative. These advisors bring expertise and empathy to the […]

2002, 2024

Value Based Investing: How to Align Your Money with Your Mission

By |February 20th, 2024|Financial Resources|

I remember once, while working at the headquarters of a global bank several years back, that I had forgotten something at the office and needed to grab it as we headed to the airport. It […]

802, 2024

Navigating the Financial Advisory Landscape: Understanding RIAs, Suitability, and Fiduciary Standard

By |February 8th, 2024|Financial Resources|

In the dynamic financial planning and investment world, partnering with the right financial advisor is crucial for success. There are a variety of highly qualified advisors to choose from, each with unique strengths and expertise. […]

1008, 2020

The path for uncertain times…

By |August 10th, 2020|Uncategorized|

Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward.

First, a little financial update – although the GDP […]

2304, 2020

Avoid the scammers

By |April 23rd, 2020|Uncategorized, Wealth Advisory|

A quick note today on protecting yourself from scammers during these uncertain times that we are living in.   We are seeing more concerns with scammers attempting to defraud people during COVID lay offs and the […]

2303, 2020

It was just an old watch…

By |March 23rd, 2020|Financial Planning, Retirement, Uncategorized, Wealth Advisory|

 

I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30’s I found myself without […]

603, 2020

Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…

By |March 6th, 2020|Financial Planning, Retirement, Uncategorized, Wealth Advisory|

Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…

 

There is a fascinating discipline in the world of marketing and decision science called ‘Choice Architecture’. This discipline affects […]

1102, 2020

Core Principles Series #9 – Whose money is it?

By |February 11th, 2020|Financial Planning, Retirement, Wealth Advisory|

Core Principles Series #9 – Whose money is it?

 

In the world of investment, there are three types or categories of investments. Those are: 1) loans, 2) assets, and 3) products. There are lots of different […]

3001, 2020

Core Principles Series #8 – The Endowment Mindset

By |January 30th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

Core Principles Series #8 – The Endowment Mindset

Nearly all large charitable or educational institutions in the US and Canada have large scale endowments. An endowment is a pool of investment resources that have generally been […]

2801, 2020

Core Principle Series – Principle #7- ‘Fail to plan – Plan to fail’

By |January 28th, 2020|Financial Planning, Investment Class, Retirement, Wealth Advisory|

Core Principle Series – Principle #7
‘Fail to plan – Plan to fail’

This principle is crucial for your own protection. If you read through the three scenarios that I posted earlier, you will have noted that […]