Working With an Advisor
Changing Financial Advisors? What to Know Before You Move Your Investments
Understand transfers, costs and the questions to ask before making a change.
Read ArticleInvestment Insights
Clearer Thinking for YourInvestment Decisions
Practical perspectives on advisor fees, retirement, portfolio decisions and major life changes—so you can understand your options and ask better questions.
Insights from Dragan Mark Filipovic, CFA, Gold Coast’s founder and Chief Investment Officer.
Explore Insights for Your Next Decision
Explore practical articles for the decisions ahead.
Working With an Advisor
What Are You Really Paying? A Guide to Financial Advisor Fees and Investment Costs
Look beyond the advisory fee to understand your total investment costs.
Read Article
Working With an Advisor
Managing Your Own Investments? How to Decide Whether You Need an Advisor
Weigh the time, responsibility and value of managing your portfolio yourself.
Read Article
Business Owners
Who Should Advise on the Proceeds After You Sell
Transaction counsel, the CPA and the investment advisor are doing different jobs. Mixing those roles after a sale can leave the portfolio unexamined.
Read Article
Business Owners
Cash, Earnouts and the First Year After a Sale
The months after a closing often leave more cash, more tax questions and more unfinished concentration than the sale itself suggested.
Read Article
Business Owners
Diversifying After Selling a Business
A liquidity event can convert decades of concentrated business wealth into a portfolio that now has to serve an entirely different purpose.
Read Article
Inherited Wealth
What to Do First After Inheriting Investments
An inherited portfolio was usually built for someone else's objectives. Before selling or leaving everything untouched, it helps to understand what you now own.
Read Article
Retirement
Approaching Retirement: What Should Change in Your Portfolio
The years before retirement are often the last stretch when a portfolio can still be repositioned before withdrawals begin. Age-based defaults are not a substitute for that review.
Read Article
Advisors
Questions to Ask Before Changing Financial Advisors
Retirement, an inheritance or a simple loss of confidence can prompt a second look at an advisory relationship. The useful first step is a set of direct questions — not an automatic change.
Read Article
Fees & Costs
Why Advisory Fees Matter More Than They Appear
A 1% advisory fee can look modest on a statement. Converted into dollars — and compounded over years — it becomes one of the few costs an investor can actually control.
Read ArticleSee How These Decisions Fit Together
We coordinate your investment strategy, portfolio management, retirement needs and tax considerations within one ongoing wealth management relationship.
Have Questions About Your Own Portfolio?
Start with the review that fits your situation.
Already Have an Advisor?
Get an independent perspective on your current portfolio.
Portfolio Second OpinionDon’t Have an Advisor?
See how your investments align with your goals and cash needs.
Complimentary Portfolio ReviewBoth reviews are complimentary. No obligation to become a client.