How to Choose a Financial Advisor
By: Jack Waymire
If you’re considering working with a financial professional, the first question on your mind is probably, how do I know a good advisor from a...
Your Portfolio During a Trade War
By: William Hayslett
Trade Wars in The News Anyone who has checked the news once in the past month knows that America is on the precipice of a...
What’s The Value Quotient of a Financial Advisor?
By: Matthew Lapides
Value is a quotient between what you pay to what you get. Half of the quotient is cost, the other half is perceived value. The...
How To Get Unstuck Financially
By: James Wilson
The road to Hell is paved with good intentions. So goes the familiar proverb, thought to have originated with Saint Bernard of Clairvaux, a 12th...
Investment Fees – Know What You’re Paying For
In my previous article, Investment Fees – The Hidden Cost, I discussed the sources of fees that clients unwittingly pay to advisors and brokerages. Not knowing...
Thinking of Working with an “Advisor”? Ask This Question FIRST
If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...