Tag: Wall Street

Is a Stockbroker a Real Financial Advisor?

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...

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...

How to Research Investment Products

You believe your advisor is a financial expert. He  recommends an investment of $50,000 in a particular financial product: Mutual fund, hedge fund, index fund, Exchange...

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...

The Wolf on Wall Street Wants Your Retirement Assets!

There is a rule on Wall Street that says the best assets reside in your Individual Retirement Account (IRA). The assets tend to be more...

An Independent Financial Advisor is a Safer Bet than Wall Street

Approximately 12 years ago the Securities Industry Association, now SIFMA,  conducted a survey that showed more than 60% of investors relied on financial advisors who worked...

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