How to Find the Best Financial Advisors
Your first step is to determine the criteria you will use to identify and select the best financial advisors or financial planners. They do not...
What is an Investment Performance Benchmark?
A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...
Select an Independent Financial Advisor to Invest Your Assets
The word “independent” has a lot of positive connotations, but it can also be a deceptive sales pitch by financial advisors who sell retirement products...
Is a Stockbroker a Real Financial Advisor?
No, they are not. Then why is there so much confusion? It starts with stockbrokers telling investors they are financial advisors. They make this false...
What Does it Mean to be a 5 Star Rated Financial Advisor in the Paladin Registry?
Financial advisors could have track records, but 99% do not. Why should they produce track records if they don’t have to? Investors are willing to...
Is the Personal Financial Advisor a Dinosaur?
Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...
Are All Certified Financial Planners ™ (CFPs®) Created Equal?
Absolutely not! The designation means the Certified Financial Planners ™ completed some coursework and passed an examination. It does not mean the planner is an...
The Evolution of the Financial Fiduciary
There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...
Choosing Between a Financial Advisor and a Robo Advisor
In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....
How to Get Started When You are Ready to Invest
It’s great that you are ready to start your investment journey. However, with that decision comes the big question: Where do you invest your money...
