I find investor psychology fascinating. Often, I have witnessed situations where the investor is his/her worst enemy. Many investors are unaware of the impact of investor psychology on the decision making process. Unfortunately, many financial decisions are made out of either fear or greed--neither lends itself to prudent and evidenced-based investing decisions. This is nothing [...]
I am writing in response to questions I routinely receive form clients regarding the Morning Star Rating system of Funds. I want to discuss Morningstar 5 Star Rating System. Please consider the following: Equity Index Funds by nature will never receive a Five Star rating because the Star Rating System is looking at past performance and [...]
Betzel Wealth Advisors is pleased to be the September 17, 2014 sponsor of The Wild Goose Creative Project #wildartcolumbus. For more information, visit WildArtColumbus.com
Daniel Betzel of Betzel Wealth Advisors will present three special 2.5 hour CLE courses titled “What Every Attorney Needs to Know about Financial Planning and the Financial Planning Profession” for the Ohio State Bar Association. The first of his series of talks will be given on March 11, 2014 at the OSBA District 9 Annual Meeting in Lancaster, [...]
Daniel Betzel of Betzel Wealth Advisors will present a special 2.5 hour CLE titled "What Every Attorney Needs to Know about Financial Planning and the Financial Planning Profession" at the Ohio State Bar Association's District 16 Annual Meeting October 17th, 2013 in Celina, Ohio. This CLE topic on financial planning will be particularly helpful to [...]
I was the featured guest on last week's episode of Matson Money Live. This episode, titled "Peter Schiff Has Broken His Crystal Ball", talks about the particular Wall Street bully, "the Prognosticator." The problem with predicting the future is that no one can do it. As Matson has always said, "Gold is great for jewelry, [...]
Thank you to everyone who joined us at the Joan's Foundation Golf Outing on May 17th. We had a lot of fun! We also had the opportunity to talk briefly to the golfers about our philosophy of creating confident investors.
Betzel Wealth Advisors is proud to be the title sponsor of Saving Smiles, Saving Lives, a 4-person golf scramble to benefit the Joan's Foundation, a non-profit organization dedicated to research and education for head and neck cancer. Every year more than half-a-million people throughout the world are diagnosed with head and neck cancer (HNC). HNC [...]
Welcome to our new website! Please take a moment to look around and let us know what you think. Meet our Advisors Sign up for one of our FREE Investor Workshops Visit our Financial Planning Blog Check out the 20 Must Answer Questions for Achieving Financial Peace of Mind Log into your portfolio. Contact us [...]
