Category: Advisors

What to Look for When Researching a Financial Advisor

Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...

Top Financial Advisors Don’t Collect Commissions

In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...

Have You Seen Your Financial Advisor’s Performance Results?

Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing...

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...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.