Have You Seen Your Financial Advisor’s Performance Results?
Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing...
Do You Know What a Fiduciary Financial Advisor Is?
There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) possible new rules for financial advisors to act as fiduciaries for...
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...
What’s The Value Quotient of a Financial Advisor?
Value is a quotient between what you pay to what you get. Half of the quotient is cost, the other half is perceived value. The...
Using a Financial Advisor? Check their “rap sheet” early and often
Most people in the financial industry are honest. But we don’t usually hear about them. Instead we hear about a financial advisor like Bernie Madoff. Fortunately...
Why All Entrepreneurs Need a Financial Advisor
If you’re an entrepreneur, you’re comfortable with risk. Ability to take on higher levels of risk is a key trait that helps you find success...
DIY Investing vs. Hiring a Financial Pro
With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...
2 Words To Understand When Hiring A Financial Advisor
Hiring a financial advisor is a very smart move to make. Studies show that those who use a financial advisor get better results over time and...
Financial Advisor Ethics: What You Need to Know
Hiring a financial advisor can be one of the smartest moves you can make. Having a trusted advisor can mean the difference between achieving your...
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...
