Dale Hershman “The Sick Economist”

Searching for Healthy Profits in the Stock Market

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Sick Advisory Services Dale Hershman “The Sick Economist”
Boca Raton, FL

Serving Clients Nationwide

Searching for Healthy Profits in the Stock Market

4 Certified Advisor Reviews™
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Areas of Focus

  • Career
  • Financial Life Planning
  • Investing
  • Investment Management
  • Owning a Business
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

My name is Dale Hershman, but many thousands of readers around the world know me as "The Sick Economist."

I have written five books on the topic of money and investing and published hundreds of articles on my two websites (sickeconomics.com & sickdividends.com). My goal is to help regular people reach and maintain financial independence.

I am now available for personal consultations to help you craft a customized financial plan. I practice financial counseling on an "advice only" basis. This means that only you have access to your own money and we do not charge you an annual fee based on your assets. Rather, we provide financial advice on an hourly basis, the way that your attorney or CPA would. In addition to allowing you to control your own money, our "advice only" approach may save you many thousands of dollars.​

My specialties include:

✔️ Biotech & Healthcare Stocks

✔️ Passive Income generation through dividend stocks, bonds, and alternative financial instruments

✔️ Exploring the emotional side of money. "Get your mind right, get your money right," has always been my philosophy.

✔️ F.I.R.E. (Financial Independence Retire Early)

We can help you build the mental toughness to make powerful financial decisions.

Does all of this sound right to you?

Feel free to contact me for a free 15 minute introductory call by clicking the 'Book Intro Call' button on this page.

Get to know me, and see if we have the right chemistry to work together.

Affiliations

  • Advice Only Network

Primary Location

Boca Raton, Florida 33432

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory consultation and take the first step towards achieving your financial goals.

Offers Investment Management

Yes

About our Firm

I help independent investors, invest better.

Sick Advisory Services is an "advice only" financial consultancy, meaning we charge by the hour for specific financial advice tailored to your particular wants and needs.

We never take possession of your funds, and we have no access to your investment portfolio. We only provide wise counsel for the investor who prefers to remain independent.

Education

University of Virginia, Bachelor of Arts (B.A.), Spanish & History, double major | Universidade Federal de Santa Catarina, Brazil Graduate Study, Economics

Hobbies and Interests

  • Family

Who We Serve

  • Americans Living Abroad
  • Corporate Executives
  • Entrepreneurs
  • Expats
  • Gen X
  • Healthcare Professionals
  • Investors
  • Sales Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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Done forking over percentage of my earnings.

✅ Wealthtender Certified Advisor Review™
Oct 15, 2024
I needed some financial guidance but I just wasn't comfortable handing all of my savings over to somebody else to manage. Also, I had met with a few other advisors who were too aggressive and domineering. Dale treated me with respect, he did not talk down to me, and he gave me just enough guidance to feel confident in my financial situation. I also brought him a friend who had a bad situation on his hands, and Dale straightened out that problem quickly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Blair
Blair

excellent advice and discussions

✅ Wealthtender Certified Advisor Review™
Oct 14, 2024
Over the years, Dale has provided some excellent advice and good stock recommendations as well as providing thorough analysis and good reasons for the investment. Our discussions have changed the way I think about investing...having a longterm horizon and developing a fundamental understanding of the company, its business, and its management team.
Relationship to Financial Advisor: Peer
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joseph Wang
Joseph Wang

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 10, 2024
Prior to meeting Dale, I used a traditional, fee based advisor for many years. While there was nothing specifically wrong with that arrangement, I started to realize that I was paying an awful lot of money every year for advice that just didn't require a lot of work on the part of my traditional advisor. I wanted to get more involved myself and take more personal control of my money. So I have been working with Dale as a money mentor, and he has been slowly coaching me to do more and more things for myself. It feels really good to understand more about my own money situation, understand how and why to take certain actions, and to know how to take those actions for myself. I've also saved thousands of dollars a year this way; sometimes I wonder what I was even paying for with my original advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve Roberts - Founder, Chemical Security Group
Steve Roberts - Founder, Chemical Security Group

Five Stars

✅ Wealthtender Certified Advisor Review™
Oct 10, 2024
Working with Dale felt just like getting advice from a friend who cares. I had been saving for quite some time, but I didn't feel like I had an organized plan. I had assets, but I really didn't know how I could convert those assets into the passive income that I would need to retire. Dale helped me clarify all of that. Today, I feel much more confident and organized in my investment strategy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eric Sheets - Founder, Latin Excursions
Eric Sheets - Founder, Latin Excursions