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...
How to Find a Financial Advisor
By: Jack Waymire
Finding a financial advisor can be as easy as going to the Yellow Pages, selecting two or three names, and telephoning them. Of course you...
Is Your Investment Advisor a Money Manager?
By: Jack Waymire
Advisors, reps, and agents all have specific roles, but it can be very confusing when they are vying for control of your assets. One of...
How to Identify a Real Financial Advisor
By: Jack Waymire
There are financial advisors, investment advisors, money managers, financial consultants, financial planners, retirement planners, and investment representatives. All of them want to invest your assets...
Is My Financial Planner Ethical?
By: Jack Waymire
Most investors say investment performance and trustworthiness are the two most important characteristics of a financial planner. Performance should be easy to monitor if your...
Is My Retirement Planner a Salesman?
By: Jack Waymire
Selecting a high quality retirement planner, who can produce a realistic retirement plan, is one of the most important financial decisions you will ever make....
Why Select a Certified Financial Planner™
By: Jack Waymire
The number one designation in the financial planning industry is CFP® (Certified Financial Planner™). This designation requires a substantial amount of study and the successful...
Find a Financial Advisor or They Will Find You
By: Jack Waymire
What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way...