10 Things Your Financial Advisor Won’t Tell You
If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are 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...
Find a Financial Advisor with The Tools to Tailor
Choosing a credible financial advisor begins with checking credentials. Not all who hold themselves out as financial advisors are accredited, meaning a third party hasn’t...
How to Choose the Right Financial Advisor
You’ve decided working with a financial advisor might benefit your financial future and your company 401(k), but now it’s time to choose the right financial...
What’s a Fiduciary and Why Does It Matter?
There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) soon-to-be new rules for financial advisors to act as fiduciaries for...
A Reliable Financial Advisor Fills Multiple Roles
You know how to change the oil in your car. You can mow your own grass and fix a leaky faucet. Sure parenting had a...
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...
Will Financial Professionals Ever Put Clients Interests First?
I have always admired Bob Veres for his good intentions and what he has tried to do consistent with core beliefs that are laudable. However,...
“Doing It Yourself” with the Aid of a Broker is a Dead Model
Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...
Why the Fiduciary Standard is Important to You!
President Harry Truman quoted “If you can’t convince them, confuse them”. In the financial planning world this statement has truth. Financial products are becoming more...
