Tag: retirement assets

The Track Record of a Financial Advisor: Is it Real? Is it Fake?

When investors select a financial advisor, one of their most frequent questions is, “What performance can I expect if I select you?” Very few financial...

Why is Wall Street Fighting Fiduciary Standards for Sales Reps?

Wall Street firms employ or license hundreds of thousands of sales representatives.  Wall Street does not want these reps locked out of the retirement asset...

What are Retirement Assets? What’s a Fiduciary? Financial Terms Explained

Not all investors are financial geniuses. In fact, most aren’t. That’s why they look to hire the best financial advisor to care for and properly...

What is a Fiduciary Financial Advisor?

Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...

Why Women are Excellent Investors!

Women are different than men.  As a Certified Financial Planner® this holds true in the investment world.  Women are faced with unique challenges as they...

Who Are the Real Financial Fiduciaries?

The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.