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)...
Why Robo Advisors Are Not Cutting Edge
I’m an obsessive trend-tracker and it came as no surprise when friends and colleagues started forwarding an article from Bloomberg about the rise of the...
5 Tax Preparation Rules to Follow so You Don’t Get Ripped Off
Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...
How Much Is a Financial Planner Worth?
According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict...
The Crazy World of Financial Advisor Acronyms
Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...
How to Know if Your Financial Advisor is a Real Investment Expert
What does it mean if your current advisor is not a real investment expert? It means your advisor mislead you. What should you do the next...
Professional Athletes are Victims of Sudden Wealth
20 year-old athletes have a unique set of physical skills that set them apart from everyone else. If they put in the work, they will...
Top 5 Reasons People Are Scared of Financial Planning
With the scary Halloween holiday fast approaching, and black cats, scarecrows, and jack-o-lanterns scattered about most of the front lawns in our neighborhoods, it’s easy to be reminded of what an...
