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...
Is A Financial Advisor Worth The Cost?
How often have you heard the expression, “You need to spend money to make money?” Usually reserved for business owners, it’s a sentiment that can...
Why is Wall Street Fighting Fiduciary Standards for Sales Reps?
Wall Street firms employ or license hundreds of thousands of sales representatives. Wall Street does not want these reps locked out of the retirement asset...
Define Robo – The Top 8 Questions Investors Ask About Robo Advisors
The robo advisor revolution, which started off with such promise, seems to have lost momentum. These automated digital-advisory services attracted a sizable amount of investor...
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...
Financial Advisor Reviews – 5 Paladin Tips
The Securities and Exchange Commission (SEC) has recently ruled financial advisors can begin using reviews on social network and third party websites to help them...
