Weighing In: Radio & TV Personalities Make Bad Financial Advisors
Real radio and TV personalities who report financial news are not acting as part-time financial advisors. They have full-time jobs being radio and TV news...
Why You Need Independent Financial Advice
If you’re like most people you don’t associate “independent” with the investment of your assets. You assume all financial advisors provide independent advice, but that...
5 Ways to Identify Fake Financial Planners
It is fair to say every family in America needs a financial planners. A high quality plan is your roadmap to a secure financial future:...
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...
Is Your Financial Advisor a Double Dipper?
Jed Horowitz (Reuters) wrote an excellent article about three wealth management firms that market themselves as objective financial advisor, but they are being paid hidden...
Who are the Best Financial Advisors?
I am going to disclose a bias right up front. With very few exceptions, I do not recommend selecting a financial advisor from a big...
Should I Select a Financial Advisor or an Investment Advisor?
You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...
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...
Now What? How to Contact Your List of Financial Advisors
If you’ve done the proper research, the vast world of financial planning experts has been whittled down to a short list of financial advisors just...
What are the Differences between a Financial Planner and Financial Advisor?
Financial planners provide a number of planning services that help you manage your financial life. Financial security is the number one goal for planners, but college,...
