Category: Advisors

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...

Is A Financial Advisor Worth The Cost?

How often have you heard the expression, “You need to spend money to make money?” Usually reserved for business owners, it’s a sentiment that can...

DIY Investing vs. Hiring a Financial Pro

With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...

Currently seeking a top quality financial advisor

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