What is a Realistic Investment Performance Benchmark?
You make your financial advisor accountable for beating the stock market. You make the S&P 500 index fund your proxy for the performance of the...
How to Research Investment Products
You believe your advisor is a financial expert. He recommends an investment of $50,000 in a particular financial product: Mutual fund, hedge fund, index fund, Exchange...
Never Assume When Trying to Find a Financial Advisor
Assumptions can be extremely dangerous when trying to find a financial advisor. An advisor may look the part, sound the part and even feel like...
How to Monitor Investment Performance
If your money is going to fund your retirement, your investment performance will impact when you retire, how you live during retirement, and your financial...
What is FINRA and What is the Role of FINRA (Financial Industry Regulatory Authority)
If you are someone who scrutinizes their account statements or your financial documents, you might have come across the word ‘FINRA’ – probably in a...
Personal Finance Planning Doesn’t Have To Be Scary; Just Use the Internet
Arguably, one of the biggest fears when considering personal finance planning is Bernie Madoff, the infamous conman who bilked 11,000 investors out of $65 billion...
Find the Best Financial Advisor: Read About Ways the Internet Can Help You Make the Right Decisions
No one intentionally hires a bad financial advisor. So why do so many consumers fire their advisors in less than two years? After spending 28...
How to Find Local Financial Advisors
If you’re using the Internet to find high-quality financial advisors, how do you narrow your search so that only local financial advisors appear? Or only...
Do Fiduciary Financial Advisors Produce Better Results?
When it comes to finding the best financial advisor, I always recommend choosing a fiduciary financial advisor. But do fiduciary financial advisors really produce better...
How to Calculate Your Investment Performance Expectations
What are your investment performance expectations? The answer should be based on your needs and several variables (expenses, inflation) that impact your net results and the...
