Should I Trust a Fiduciary Financial Advisor?

Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control […]

Will Financial Professionals Ever Put Clients Interests First?

I have always admired Bob Veres for his good intentions and what he has tried to do consistent with core beliefs that are laudable. However, […]

By |July 27th, 2016|Categories: Advisors|Tags: , , |0 Comments

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all […]

Why the Fiduciary Standard is Important to You!

President Harry Truman quoted “If you can’t convince them, confuse them”.  In the financial planning world this statement has truth.  Financial products are becoming more […]

What is a Fiduciary Financial Advisor?

Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be […]

How to Interview a Financial Advisor – eBook

Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong?

These investors made bad decisions based on information […]

By |May 11th, 2016|Categories: Advisors|Tags: , , , |0 Comments