Three Ways to Identify Real Independent Financial Advisors

Two of the most misunderstood and abused words in the financial service industry are “independent” and “independence”. These words have very positive connotations when financial...

Should Financial Advisors Have Quality Ratings and Track Records?

Yes, because very few investors know how to identify real financial advisors and determine their quality before they select them. This opens the door to...

Wall Street Likes Confused Investors

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

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

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?

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

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

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

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

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...

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