Category: Advisors

Financial Advice versus Financial Recommendations

Did you know there is financial advice and financial recommendations and the difference between the two may determine when you retire, how you live during...

How to Find and Select a Real Financial Advisor

Your best solution for finding a real financial advisor is the Internet for three reasons. First, it is easy to find financial advisors. Just enter...

Investment Advisor or Financial Advisor – Is There a Difference?

Sometimes the titles that investment advisors and financial advisors give themselves are indicators for the types of services they provide. Why do you need indicators?...

Who are the Best Investment Advisors?

The answer to this question is based on your definition of “best” when you select an investment advisor. Is he the investment advisor with the...

How to Find a Financial Advisor

Finding a financial advisor can be as easy as going to the Yellow Pages, selecting two or three names, and telephoning them. Of course you...

Is Your Investment Advisor a Money Manager?

Advisors, reps, and agents all have specific roles, but it can be very confusing when they are vying for control of your assets. One of...

How to Identify a Real Financial Advisor

There are financial advisors, investment advisors, money managers, financial consultants, financial planners, retirement planners, and investment representatives. All of them want to invest your assets...

Is My Financial Planner Ethical?

Most investors say investment performance and trustworthiness are the two most important characteristics of a financial planner. Performance should be easy to monitor if your...

Why Select a Certified Financial Planner™

The number one designation in the financial planning industry is CFP® (Certified Financial Planner™). This designation requires a substantial amount of study and the successful...

Find a Financial Advisor or They Will Find You

What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way...

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