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...
Social Media Tips for Brokers
Social media can be a powerful tool for brokers and broker dealers. The ability to reach out and instantly interact with current or potential customers...
Is Your Financial Advisor for “Real”?
I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a...
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...
Investing Is Not “The Market”
There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...
Investment Fees – Know What You’re Paying For
In my previous article, Investment Fees – The Hidden Cost, I discussed the sources of fees that clients unwittingly pay to advisors and brokerages. Not knowing...
Thinking of Working with an “Advisor”? Ask This Question FIRST
If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...
Financial Planner, Investment Guru or Wealth Manager?
Recently I received an email from someone who indicated that they wanted wealth management services for their family. I found it interesting that they also...
