Advisor

A thoughtful client expressed concern recently because of a CNNMoney article titled “‘Extreme Fear’ is Back for the Stock Market”.

To which my initial response was:  So What?

I think all advisors have a list of things that we wish that product salespeople would tell their clients.  When they come to us, we get to tell them the “bad news”.  And then they feel bad because they did something wrong (I’ve learned I never score bonus points with prospective clients by telling them they messed up).  Here are some of our most recent experien

It’s always fun to see reactions from people I meet when I tell them what I do for my work.  The title “financial planner or financial advisor” means different things to different people.  A common response I hear is a question regarding a short-term investment idea they heard from a financial pundit (usually on TV).  The details are different, but the category

Choosing a financial advisor is tough. There are generally a lot of options so how do you differentiate the crème de la créme of advisors who you can really trust to manage your hard-earned money?

It is becoming harder and harder to figure out who really is a fiduciary advisor nowadays.  A few years back, it was easy to find a fiduciary advisor:  just look for an RIA (Registered Investment Advisor) or an IAR(Investment Advisor Representative).  There was a good chance they’d be a fiduciary adviser.  Now we’re seeing RIAs and IARs doing many other things th

Here are seven things an advisor does to add value to your life: