Resources
Your Dreams, Our Guidance, A Fulfilling Future
Here you'll find a curated collection of whitepapers, research reports, and third-party studies to support your financial planning journey. Our resources offer valuable insights, expert analyses, and practical advice to help you make informed decisions. Explore our resource library to deepen your knowledge and achieve your financial goals.
The Seven Roles of an Advisor
by Jim Parker, Vice President Dimensional Fund Advisors
This insightful document outlines the multifaceted roles that a professional financial advisor should embody beyond mere market predictions. Jim Parker identifies seven key roles: Expert, Independent Voice, Listener, Teacher, Architect, Coach, and Guardian. Each role highlights how advisors can provide invaluable support to clients, focusing on personalized financial strategies, emotional guidance, and long-term relationship building. These roles emphasize trust, independence, and a holistic understanding of clients' needs, moving beyond traditional notions of financial advising.
The 19 Questions to Ask Your Financial Advisor
by Jason Zweig, Wall Street Journal
This document provides essential questions to help you evaluate and choose a financial advisor who will act in your best interest. Jason Zweig highlights critical areas such as fiduciary duty, fee transparency, conflicts of interest, and investment philosophy. By asking these 19 questions, you can ensure your advisor aligns with your financial goals and values, offering trustworthy and informed guidance tailored to your needs.
The Added Value of Financial Advisors
by Vanguard Financial Advisor Services
This document highlights the significant benefits a financial advisor can bring to your investment strategy. Vanguard's research shows that a skilled advisor can add about 3% to your net portfolio returns over time through effective portfolio construction, wealth management, and behavioral coaching. Advisors provide essential guidance, help you navigate market volatility, and ensure your investment strategy aligns with your long-term financial goals. By partnering with an advisor, you can achieve greater peace of mind and potentially higher returns.
by Hanke & Co. Wealth Management LLC
A typical Form ADV is a disclosure document filed by investment advisers with the SEC or state securities authorities. It contains detailed information about the advisory firm's business practices, fees, conflicts of interest, and the backgrounds of its key personnel. The document is divided into two main parts: Part 1 includes general information about the firm, such as its business operations, ownership, and disciplinary history; Part 2, which consists of a brochure and brochure supplements, provides a narrative description of the services offered, the fee structure, the firm's code of ethics, and additional information about the educational and professional background of the firm's principals. The purpose of the Form ADV is to provide current and potential clients with clear, comprehensive information to help them make informed decisions about engaging the firm's services.
by Hanke & Co. Wealth Management LLC
An RIA privacy policy statement explains how the firm collects, uses, and protects clients' personal information, detailing what data is gathered and how it is utilized for providing advisory services. It outlines the circumstances under which personal information may be shared with third parties and describes the safeguards in place to protect this information. The policy also informs clients of their rights regarding their personal information and provides contact information for any questions or concerns.
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At Hanke & Co. Wealth Management, we’re dedicated to building a straightforward yet effective investment strategy tailored to your unique goals. Let’s work together to navigate the complexities of investing and ensure your portfolio stays resilient, no matter what.
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