Tag: financial advisor

How to Distinguish Between Fee-Based and Commission-Based Advisors

If you are an investor working with a financial advisor, it is only reasonable to expect that your advisor will provide you with advice that...

The Pros and Cons of Investing in Mutual Funds

Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors...

Key Financial Advice: Be Thankful for What You Have and Give Back

We all know that it’s important to be thankful for the things in life that we have – family, friends, health, memories, etc. But, especially...

A Healthy Investment Portfolio in 5 Steps

We all know that it’s important to be healthy physically and mentally (whether we are or not healthy both physically and mentally is two different...

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...

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