Tag: advisors

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...

Investing Is Not “The Market”

There are times I encounter a familiar face and will get asked – “what did the market do today?”or “the market went up (or down),...

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...

Who are the Real Independent Financial Advisors?

There is a lot of press touting the benefits of selecting Independent Financial Advisors, but rarely does the media define the characteristics of these professionals....

Your Financial Advisor- An Academy Award Performance?

Your financial advisor claims he cannot provide track records because all of his clients are different. The advice he gives to a 35 year-old investor...

Are Robo Financial Advisors Better than Humans?

To answer this question, it’s important to realize that investment consulting encompasses two distinct crafts: (1) the development of advice and guidance and (2) the...

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