Tag: financial services

How to Get the Best Financial Advice You Deserve From an Advisor

What is your financial advisor’s most valuable asset? It’s not just investments, taxes, financial plans and saving strategies.  It’s not their fancy, high-tech system or...

Is the Personal Financial Advisor a Dinosaur?

Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...

Jack Waymire Helps Investors Protect Themselves

Jack Waymire spent 28 years in the financial services industry. For 21 of those years as the president of a Registered Investment Advisory firm that...

Financial Advisor Reviews – 5 Paladin Tips

The Securities and Exchange Commission (SEC) has recently ruled financial advisors can begin using reviews on social network and third party websites to help them...

Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...

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