Category: Advisors

Do You Know What a Fiduciary Financial Advisor Is?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) possible new rules for financial advisors to act as fiduciaries for...

The Role of the Financial Advisor is to Protect You from a Market Crash

The bear markets of 2000/2001 and 2007/2009 left investors bruised and battered but not out for the count, assuming they resisted the urge to sell...

What Does Financial Planning Really Mean?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management. These...

What’s The Value Quotient of a Financial Advisor?

Value is a quotient between what you pay to what you get.  Half of the quotient is cost, the other half is perceived value.  The...

Using a Financial Advisor? Check their “rap sheet” early and often

Most people in the financial industry are honest.  But we don’t usually hear about them.  Instead we hear about a financial advisor like Bernie Madoff. Fortunately...

Why All Entrepreneurs Need a Financial Advisor

If you’re an entrepreneur, you’re comfortable with risk.  Ability to take on higher levels of risk is a key trait that helps you find success...

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