Key Financial Advice: Be Thankful for What You Have and Give Back
We all know that it’s important to be thankful for the things in life that we have – family, friends, health, memories, etc. But, especially...
What to Look for When Researching a Financial Advisor
Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...
Top Financial Advisors Don’t Collect Commissions
In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...
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...
