Enter the Cyborg Advisor
By: Ron Surz
The next evolution of investment consulting is upon us. With robo advisors grabbing headlines and wads of venture capital it won’t take long for them...
Financial Advisors Ratings – The 5 Challenges
By: Jack Waymire
Investors will have more voice when they rate the quality of their financial advisors. Consumers have shown a propensity for reviewing the experience of others...
Bitcoins: The Current Currency
Digital currencies, like bitcoin, have become popular as an alternative to cash or more traditional lines of credit. Crypto-currencies can be traded in online exchanges...
Who Are The Top Rated Financial Advisors?
By: Jack Waymire
Some magazines would have you believe the top rated financial advisors are the professionals who service the largest amounts of assets. An advisor with $300...
Financial Advisor Reviews and Ratings – Top 10 Criteria
By: Jack Waymire
Financial advisor reviews and financial advisor ratings that measure their quality are finally here. In the past, too many investors have been the silent majority....
How Good is a Financial Advisor Directory?
By: Jack Waymire
There is a proliferation of financial advisor directories on several websites. Is a Financial Advisor Directory a reliable way to select higher quality financial advisors...
What are Your Retirement Goals? What does Retirement Mean?
By: James Cornehlsen
When trying to determine when we can retire, the easy way is answering the question, ‘How much money do I need?’ But this does not...
An Online Financial Advisor – Is a Human or a Robot for You?
By: Jack Waymire
RoboAdvisor is a term that is used to describe an Online Financial Advisor that uses computer programs to invest assets. There is no interaction between...
Teacher Appreciation Week and 529 Plan Day
National Teacher Appreciation Week is May 5th – May 9th, and National Teacher Appreciation Day is May 6th. 529 Plan Day (529 college savings plans)...
Annuities Advantages and Annuities Disadvantages
Annuities are a great investment vehicle for retirement for those who want to save extra above & beyond the limits of IRAs and 401ks/403bs, and...