Is a Stockbroker a Real Financial Advisor?
By: Jack Waymire
No, they are not. Then why is there so much confusion? It starts with stockbrokers telling investors they are financial advisors. They make this false...
How Longevity Has Changed Retirement and the Meaning of Reasonable Risk
By: Lauren Aimes
People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...
Why do Stock Brokers Lie to Investors?
By: Jack Waymire
Stock brokers have licenses that limit them to selling investment products such as mutual funds and securities. The licenses do not permit them to provide...
Benchmarks Track Performance of Financial Advisors
By: Jack Waymire
How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...
Wall Street Likes Confused Investors
By: Jack Waymire
In a recent survey, 89.7% of investors told us they did not want sales reps investing their assets. They prefer financial planners or financial advisors....