Should I Select a Financial Advisor or an Investment Advisor?
You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...
How to Calculate Your Investment Performance Expectations
What are your investment performance expectations? The answer should be based on your needs and several variables (expenses, inflation) that impact your net results and the...
Now What? How to Contact Your List of Financial Advisors
If you’ve done the proper research, the vast world of financial planning experts has been whittled down to a short list of financial advisors just...
What are the Differences between a Financial Planner and Financial Advisor?
Financial planners provide a number of planning services that help you manage your financial life. Financial security is the number one goal for planners, but college,...
Robo Advisor and Online Financial Advisor – Is There a Difference?
A Robo Advisor and Online Financial Advisor (OFA) are the same type of service provider. They both provide online investment advisory services. You do not...
Should I Select an Online Financial Advisor?
With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...
Top Four Categories of Questions When You Vet Financial Advisors
There is no doubt selecting the right financial advisor is one of the most important decisions you will ever make. That’s because your financial advisor...
Are Your Financial Advisor’s Credentials Real?
When we face critical decisions, many of us turn to professionals (financial advisors, CPAs, attorneys) who have specialized knowledge that will help us make the...
How Transparent is Your Financial Advisor When It Comes to Compensation?
A 2011 survey of 7,800 investors by Cerulli Associates revealed that 33 percent did not know how they paid for the investment advice they receive,...
10 Characteristics of the Best Financial Advisors
Whether you’re seeking your first financial advisor or replacing a terminated advisor, you need a process that helps you select the best financial advisors and...
