How to Determine which Financial Planner to Pick
I find that many people have anxiety about approaching retirement. This can be eliminated by creating a financial plan with a financial planner to see where...
5 Warnings When Finding Financial Advisors
A lot of investors believe finding financial advisors is a piece of cake. What could be simpler? They find you. However, for the past 11...
Does the SEC’s “Revolving Door” Impact Investor Protection?
Securities law is a very specialized type of law. As a result, regulatory bodies such as the Securities and Exchange Commission (SEC) recruit securities lawyers...
Can You Rate the Quality of Financial Advisors?
Every financial advisor claims to be an ethical investment expert. They know this is what you want to hear when you select a financial advisor....
Financial Advisors Claim They Can Beat the Market
80% of investors, who use the services of financial advisors, expect to beat the performance of the market. They pay higher fees and they take...
Why Fight Higher Ethical Standards for Financial Advisors?
You might believe Wall Street financial advisors are required to put your financial interests first. Your need to achieve your financial goals supersedes a firm’s...
Know the 5 Transparency Strategies used by Financial Advisors
Transparency is your single biggest source of financial risk when you rely on financial advisors to invest your retirement assets. It is the process advisors use to...
What are my Costs when Financial Advisors Buy & Sell Securities?
There are a lot of reasons for buying and selling financial securities, which is why so many investors prefer active management by financial advisors for...
Top 10 Questions to Ask Your Financial Advisor about 2014
You pay your financial advisor and firm substantial amounts of money for their expertise, advice, and services. You believe your financial advisor’s specialized knowledge will...
Top 10 Questions to ask Your Financial Advisor about 2013
Millions of investors rely on financial advisors to help them invest their retirement assets. Some investors are just getting starting accumulating assets for retirement while...
