Tag: advisors

Active Investing or Passive Investing – 5 key differences

Active investing sounds like a positive, proactive way to invest your assets. Passive investing sounds boring – your financial advisor is not doing much.  Here...

Personal Finance Planning Doesn’t Have To Be Scary; Just Use the Internet

Arguably, one of the biggest fears when considering personal finance planning is Bernie Madoff, the infamous conman who bilked 11,000 investors out of $65 billion...

Why You Need Independent Financial Advice

If you’re like most people you don’t associate “independent” with the investment of your assets.  You assume all financial advisors provide independent advice, but that...

How to Distinguish Between Fee-Based and Commission-Based Advisors

If you are an investor working with a financial advisor, it is only reasonable to expect that your advisor will provide you with advice that...

Using a Financial Advisor? Check their “rap sheet” early and often

Most people in the financial industry are honest.  But we don’t usually hear about them.  Instead we hear about a financial advisor like Bernie Madoff. Fortunately...

Investing Is Not “The Market”

There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...

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