Financial Planner or Fee-Only Advisor – Which is Right for You?

Financial Planner or Fee-Only Advisor – Which is Right for You? You’ve made that leap and you are ready to work with a financial advisor. You have your checklist of what to ask, but how do you know if they are qualified for what you want? Here you’ll find many of the common designations that you […]

How to Review a Financial Advisor: The Definitive Checklist

How to Review a Financial Advisor Once you’ve found a financial advisor that you feel is a good match for your needs, what’s next? It’s a good idea to carefully review the person you’ll trust with your finances. If you’re unsure of what questions to ask or what information to gather, use the following checklist to help […]

Fee or Commission: What’s the Best Way to Pay Your Financial Advisor?

Fee or Commission: What’s the Best Way to Pay Your Financial Advisor? When looking for a financial advisor, there’s much to consider: what states they conduct business in, their certifications, whether you enjoy talking with them and trust them, what their specialties are, and, of course, how much they charge. But just as important as […]

Investment Rules That Do Apply to Your Financial Advisor

Investment Rules That Do Apply to Your Financial Advisor While celebrating your cousin’s birthday, your rich uncle Ted asks you how your investments are doing. Looking across the patio table you falsely say, “Fine.” Thinking that your uncle knows a thing or two about money, you finally make an appointment to meet a financial advisor […]

You’re an Accredited Investor: Now What?

You’re an Accredited Investor: Now What? Higher-income investors and those who have become millionaires—with seven-figure investment accounts, excluding their primary home’s value—become known as so-called “accredited investors.” These investors can tap a variety of higher-risk, higher-reward investment opportunities unavailable to the general public. But financial advisors often caution with this warning: Just because you can […]