Find the Best Financial Advisor
Your money is important. You worked hard for it. So how do you find the best financial advisor, someone you can trust, to ensure it...
How to Distinguish Between Fee-Based and Commission-Based Advisors
If you are an investor working with a financial advisor, it is only reasonable to expect that your advisor will provide you with advice that...
5 Financial Tips for Parents with College Bound Kids
College will likely mark the largest financial hurdle of your child’s upbringing. Even if you’ve been saving for years and have managed to build up...
The Role of the Financial Advisor is to Protect You from a Market Crash
The bear markets of 2000/2001 and 2007/2009 left investors bruised and battered but not out for the count, assuming they resisted the urge to sell...
Did Your Financial Advisor Meet Expectations in 2016?
What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance. The end of 2016 brought a mixed bag for the markets. The...
Using The Internet To Find And Research Financial Advisors
Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017. How do...
Should I Trust a Fiduciary Financial Advisor?
Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control...
What is a Fiduciary Financial Advisor?
Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...
How to Interview a Financial Advisor – eBook
Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong? These investors made bad decisions based on...
Who Are the Real Financial Fiduciaries?
The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...
