At Higbie Advisory, we are committed to coach individuals and families so they are Empowered to discover their TRUE PURPOSE FOR MONEY. Discovering their true purpose for money transforms how investing occurs to them. Thereby, leading them from speculating and gambling to prudent investing so they can Fulfill their American Dream.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Higbie Advisory, LLC, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee based financial planning and investment advisory services are offered by Higbie Advisory LLC, a Registered Investment Advisor in the State of New York. Insurance products and services are offered through Higbie Wealth Management. Higbie Advisory, LLC and Higbie Wealth Management are affiliated companies. Higbie Advisory, LLC is not owned nor an owner or affiliate of Matson Money. Higbie Advisory, LLC and its advisors are facilitators for Matson Money's Investment Advisory Services. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of New York or where otherwise legally permitted.
Copyright © 2018 Higbie Advisory, LLC. All rights reserved.
By Robert A.Stabile, EA, ABA
A man walks into a doctor’s office, complaining of some minor chest pain. Without missing a beat the doctor says,” OK, we’ll do open heart surgery first thing tomorrow morning.” If the man wasn’t having a heart attack before, he is now. “But aren’t going to doing any kind of tests, x-rays, lab work… maybe even an MRI,” he asks nervously. “Shouldn’t we first find out what the issues are before we try to fix it?”
The funny thing is that most people take the time to make sure their personal health is in order, but remarkably few take the time to make sure their financial situation is just as healthy. The truth is that without a Portfolio MRI, a detailed look at the various variables that make up your financial portfolio, you really have no idea of which of these components are under-achieving, over-achieving, or simply sitting stagnant.
A Portfolio MRI starts with some basic questions:
Very few people are equipped to answer these questions, which can really only be answered with a highly analytical and detailed synopsis of where you are doing well and where you might need an investment jump-start. Fortunately, there are ways to discover problems that may be lurking below the surface, problems you never knew you had and that can be brought to the surface using extensive expertise in all matters financial and a firm grasp of the technology needed to come up with viable solutions.
According to WebMD, an MRI is a test that takes detailed pictures inside your body, used by doctors to see how well you are doing and what can be done differently to ensure you stay healthy.
A Portfolio MRI works on the same principal; to make sure you stay financially healthy.
For more information contact Robert Stabile, a registered Investment Advisor and Investment Coach and CEO of HIgbie Advisory, LLC. He can be reached at 631-878-6195
The Portfolio MRI is a proprietary analytical tool of Matson Money and is authorized for use by Robert A. Stabile, CEO of Higbie Advisory. LLC a Registered Investment Advisor in the State of New York. Fee based Investment Management and Advisory Services are offered through Higbie Advisory, LLC. The material presented in this article shall in no way be considered a solicitation to sell or offer investment advisory services to any residents of any other State other than the State of New York or where otherwise legally permitted.
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