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,...
Robo Advisor and Online Financial Advisor – Is There a Difference?
A Robo Advisor and Online Financial Advisor (OFA) are the same type of service provider. They both provide online investment advisory services. You do not...
Should I Select an Online Financial Advisor?
With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...
Should You Add Gold to Your Investment Portfolio?
Gold has been a valuable and highly coveted commodity for centuries. Unlike other common investment asset classes, you can touch gold, see gold, and keep...
Why are stocks recovering as the economy declines?
Optimism. It isn’t something many Americans have been able to hold onto during this COVID-19 financial crisis. From small business shutdowns, record-high unemployment levels, and...
How to Protect Your Assets at Each Life Stage
Do insurance options seem overwhelming at times? It can be tricky to navigate the many different plan types and terminologies to find the right fit...
