Tag: advisor

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...

How To Get Unstuck Financially

The road to Hell is paved with good intentions. So goes the familiar proverb, thought to have originated with Saint Bernard of Clairvaux, a 12th...

Does Your Prospective Financial Advisor Have a Mug Shot?

As a Certified Financial Planner™ fee-only practitioner I have seen a disturbing trend recently of clients and prospects seeking my assistance with their concerns regarding...

Investment Fees – Know What You’re Paying For

In my previous article, Investment Fees – The Hidden Cost, I discussed the sources of fees that clients unwittingly pay to advisors and brokerages. Not knowing...

Thinking of Working with an “Advisor”? Ask This Question FIRST… updated Nov’14

If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...

Financial Planning Lessons from the Winchester Mystery House – Updated Oct’14

Oliver Winchester manufactured the Winchester repeater also known as the “Gun that won the West” in 1834. When he died in 1880, he left the...

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