Tag: advisor

How to Choose a Financial Advisor

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

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?

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

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...

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