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...
Jack Waymire Helps Investors Protect Themselves
Jack Waymire spent 28 years in the financial services industry. For 21 of those years as the president of a Registered Investment Advisory firm that...
Reasons for Financial Planning: How an Advisor Can Help After You’ve Been Injured
When you initially think “financial planner,” you may think you have to be wealthy, you’re close to retirement or you want to play the stock...
The Track Record of a Financial Advisor: Is it Real? Is it Fake?
When investors select a financial advisor, one of their most frequent questions is, “What performance can I expect if I select you?” Very few 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...
The Wolf on Wall Street Wants Your Retirement Assets!
There is a rule on Wall Street that says the best assets reside in your Individual Retirement Account (IRA). The assets tend to be more...
How to Choose a Financial Advisor
If you’re considering working with a financial professional, the first question on your mind is probably, how do I know a good advisor from a...
An Independent Financial Advisor is a Safer Bet than Wall Street
Approximately 12 years ago the Securities Industry Association, now SIFMA, conducted a survey that showed more than 60% of investors relied on financial advisors who worked...
All About Bitcoin
Led by Bitcoin, digital currencies, also known as cryptocurrencies, have made a big splash in recent years. While these newfangled currencies are still considered novelties...
