Wall Street Likes Confused Investors
By: Jack Waymire
In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors....
New Investment Advisors Should Have A Warning Label
By: Jack Waymire
Every year the financial service industry hires thousands of new investment advisors to sell more than 30,000 investment products. They replace the thousands of investment...
A Real Financial Advisor is a Fiduciary
By: Jack Waymire
Did you know there are people who pretend to be real financial advisors? However, they are really sales representatives. They make this false claim to...
Is Your Financial Planner a Real Expert?
By: Jack Waymire
How do you determine if your financial planner is a real expert or a sales representative masquerading as a financial planner to sell you investment...
The Three Most Important Questions You Should Ask a Financial Advisor
By: Jack Waymire
You need to know the financial services industry is made-up of sales representatives and financial advisors. They have very different roles, but most sales representatives...
Financial Advice versus Financial Recommendations
By: Jack Waymire
Did you know there is financial advice and financial recommendations and the difference between the two may determine when you retire, how you live during...
How to Find and Select a Real Financial Advisor
By: Jack Waymire
Your best solution for finding a real financial advisor is the Internet for three reasons. First, it is easy to find financial advisors. Just enter...
Select an Investment Advisor Who Also Makes Decisions
By: Jack Waymire
Some investment advisors provide financial advice, but they require you to make the final decisions. For example, these investment advisors will recommend the purchase of...
Investment Advisor or Financial Advisor – Is There a Difference?
By: Jack Waymire
Sometimes the titles that investment advisors and financial advisors give themselves are indicators for the types of services they provide. Why do you need indicators?...
Who are the Best Investment Advisors?
By: Jack Waymire
The answer to this question is based on your definition of “best” when you select an investment advisor. Is he the investment advisor with the...