Category: Financial Advisor
How To Select A Financial Advisor
Types of Financial Advisors (and which ones you should avoid) Types of Advisors Before beginning your search, it is essential to understand the difference between...
Tuning Out the Noise from the Financial Media
Image used under license from Freestock.com When asked what to watch out for when it comes to investing, clients may expect us to tell them...
Why You Might Want to Create a Donor-Advised Fund
Do you regularly donate to charities and other non-profit organizations? Then you may want to open a Donor-Advised Fund. Donor-Advised Funds are becoming popular. It...
Are Your Beneficiary Designations Up to Date?
Here’s a simple financial question: Who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.”...
How to Protect Yourself and Your Money From Hackers and Identity Thieves
As you may have heard, Equifax, which is a credit reporting agency, suffered a data breach that compromised the personal and financial data of more...
Do you know the difference between a fee-based advisor and an independent, fee-only advisor?
This is a very important question as how your advisor is compensated may create conflicts of interest, which can lead to significant financial consequences for...
Bundle Up? Not When It Comes To Financial Services
For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...
Finding Your Financial Advocate
When it comes to getting objective advice for your financial well-being, do you know the difference between being a customer and being a client? Understanding...
Ignore the Economists
CNNMoney just published an excellent article titled Don’t Listen to Recession Forecasters. This is a great article for those investors who believe they can time...
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