Tag: investment advisor

What is Fiduciary Duty and How Does It Impact Financial Advisors?

Fiduciary duty refers to the responsibility of professionals such as financial advisors to prioritize the best interest of their clients in their work. Laws in...

Should I Select a Financial Advisor or an Investment Advisor?

You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...

The Crazy World of Financial Advisor Acronyms

Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...

Making Smart Investing Decisions

Investing like life is all about making choices. We make hundreds of choices every day. Most of them unconsciously like stopping at a stoplight, brushing...

Is Investment Rate of Return the Right Measuring Stick?

What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...

Who Says You Can’t Time the Stock Market? Why Market Timing Is Easy

At some point every investor, trader, or stock picker has dreamt of buying a stock right before some major news turning him/her into a retired millionaire...

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