Blog Banner

Relevant financial insights to help you grow and thrive.

Welcome to the Curtis Advisory Group Blog, our candid take on the latest moves in the financial markets, news updates, and trending personal finance topics. Our aim is to not only give you an introduction to our services, but also provide useful guidance to help you become a better investor. Enjoy!

Ryan
Ryan
Josh
Josh

Taking care of the details so you can focus on what matters.

Get our latest Blog Posts sent to your email!

Examining Risk vs. Reward

In our last post, “What is Asset Allocation?“, we described 3 different asset classes (equities, fixed income, and cash) as well as the importance of the risk vs. reward relationship in the security selection process, specifically how different asset class mixes form different risk/reward profiles. Let’s examine that relationship a little further by answering the…

Continue Reading...

What is Asset Allocation?

Asset Allocation is one of the most important factors in investment returns; at least as, if not more, important than market timing and security selection (collectively called active management). When you hire an investment manager to manage your investment accounts, you’re paying for (active) management of your portfolio AND asset allocation. BUT when you hire…

Continue Reading...

Why Financial Planning?

Hans and Franz have never done something like this, but they think ,”How hard could it be?” They’ve got a good amount of money saved up and some pre-packed snacks. So they head to the rental car place, pack up their stuff, drive off the lot and hit the road. “Let’s drive the coast! It looks amazing,” they say, and off they go…

Continue Reading...

The Difference Between Advisors and Salespeople (and 1 Question to Always Ask)

We think that most of these financial professionals can be split into two camps: the advisors, and the salespeople. The tough part can be telling the difference between the two. So how does a non-industry person know they’re not just “being sold”? How do they find a real financial advisor?

Continue Reading...

This is what we do.

We help small business owners, busy professionals, and retirees manage their personal finances. Their time is valuable and staying on top of their financial situation can be complicated and exhausting. They need someone who can gather their financial information in one place and sort through and manage and the details, so they can focus their time and attention on the important things.

Continue Reading...

What is a Fiduciary? (And Why it’s Important)

What is a fiduciary? Fiduciary comes from the Latin word for “trust.” A fiduciary has a legal obligation to act in the best interests of their clients. Lots of people can be fiduciaries placed in trusted positions: lawyers, trustees, legal guardians, and investment advisers. More specifically, an investment adviser owes their clients a duty of…

Continue Reading...