Tag Archives: Fiduciary Standard
Six Questions Every Proactive Investor Should Ask Their Financial Advisor
And Some Basic Math! I felt compelled to write this article after recent meetings with two different clients. In each case, they entered into investments where high fees virtually guarantee they won’t be able to reach the projected returns, let … Continue reading
Is Your Financial Advisor Working For You?
It may be a shock the answer to this question is in many, many cases, NO. Let me explain. There is currently much controversy in the government right now over what’s called the “Fiduciary Standard.” The word “fiduciary” comes from the Latin … Continue reading
WHAT YOUR FINANCIAL ADVISOR DOESN’T WANT YOU TO KNOW
We have written about these issues in a variety of posts, “Avoiding The Wolf On Wall Street,” “Looking for a Financial Advisor? The “F” Word You Should Be Aware Of, etc. As fiduciaries building portfolios for our clients, we pay … Continue reading
How to Find a Financial Advisor If You’re Not Rich
It’s not unusual for wealthy people to have a number of advisors. The publication The Street points out “Wealthy investors are increasingly seeking professional guidance in money matters, with 82% of millionaires using a financial advisor in 2013.” If you think … Continue reading
LOOKING FOR A FINANCIAL ADVISOR? THE “F” WORD YOU SHOULD BE AWARE OF
There are many ingredients going in to any professional relationship, and searching for a Financial Advisor can be particularly complex and confusing. We’re focusing on one very important distinction when evaluating financial providers…the “F” word. In a recent article by a … Continue reading
THE IMPORTANCE OF “PERSONAL” IN PERSONAL FINANCIAL PLANNING
Given the personal nature of Financial Planning, it’s no real surprise about the findings of a recent Gallup Poll. Only one in three U.S. investors were “very comfortable using online technology for investing.” Among respondents, 44% use an adviser, while … Continue reading
Financial Freedom Planners 