Evaluating Professional Advice: 11 Questions to Answer Before You Commit

Obtaining and evaluating professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education, experience, and their ability to add value.   Professional advisors work in many fields and hold various titles, such as investment advisor, … Continue Reading

You and Your Investment Representative: A Relationship of Trust

Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment representative? Have you built the same kind of trusting relationship with him or her? Your investment representative could be a resource to tap for financial … Continue Reading

Avoid These Financial Traps — They May Be Hazardous to Your Wealth

Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Snares like the ones mentioned below could easily threaten your financial security so avoid these financial traps. … Continue Reading

Your Emergency Fund: How Much Is Enough?

Our goal is to provide you with the education which can help you understand and better define your financial goals for the future. Our financial professionals are here to provide the guidance to pursue those goals. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions … Continue Reading

Getting a Head Start on College Savings

Our goal is to provide you with the education which can help you understand and better define your financial goals for the future. Our financial professionals are here to provide the guidance to pursue those goals. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions … Continue Reading

Where Will Your Retirement Money Come From?

Our goal is to provide you with the education which can help you understand and better define your financial goals for the future. Our financial professionals are here to provide the guidance to pursue those goals. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions … Continue Reading

The Cost of Procrastination

The week’s topic: The Cost of Procrastination Our goal is to provide you with the education that can help you understand and better define your financial goals. Our financial professionals are here to provide the guidance to pursue those goals. For many, understanding every aspect of personal finance can be daunting. From investments to retirement … Continue Reading

Measuring the Value of a Financial Advisor

The week’s topic: Measuring the Value of a Financial Advisor Our goal is to provide you with the education which can help you understand and better define your financial goals. Our financial professionals are here to provide the guidance to pursue those goals. For many, understanding every aspect of personal finance can be daunting. From … Continue Reading

The views, opinions, and ideas articulated in this blog are just that, and should not be construed as financial or legal advice. The writers of these blogs are educated on the topics they are writing about, but they are in no way licensed financial advisors or registered investment advisors. Diamond Credit Union is not responsible for any actions a person may take as a result of the information they read in one of our blogs.