How Does Financial Advisor Compensation Impact You? – Infographic
You have seen the headlines. Financial service firms have paid billions of dollars of fines for cheating investors. So, how does this impact you? More...
10 Tips for Millennials when Selecting Financial Advisors
If you are a millennial you may feel like you have a target on your back. Local financial advisors, stockbrokers, bank representatives, CPA firms, and...
Everything You Ever Wanted to Know about Investment Expenses – Infographic
“Every dollar of investment expense is one less dollar you have available for re-investment and your future use.” Very few financial advisors volunteer complete, accurate...
Should Your Tax Expert Also Be Your Financial Planner? – upd Jan’15
Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your...
5 Reasons Why the Location of Your Financial Advisor Does Not Matter – upd Jan’15
Many of the best financial advisors are located in major cities. Millions of investors, who use the services of financial advisors, are located in smaller...
Investor Myth: I Manage My Own Money
Paladin Research surveyed investors who claimed they managed their own assets. We were surprised to find, 81% of the time they were not actually acting...
Are Financial Planners also Financial Advisors? – updated Nov 2014
Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise. Financial advisors are...
5 Tips for Selecting the Best Financial Planner
Are there fake financial planners? You bet there are and they are extremely dangerous. Fake financial planners provide bogus financial plans that are designed to...
Is Your Financial Planner an Insurance Agent? updated Oct’14
It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity...
I Need a Financial Planner Who Puts My Interests First
What does it mean to say “a financial planner who puts my interests first?” What are your interests? What are the financial planner’s interests? How...
