Are You Getting Bad Financial Advice for Your Life Savings?
By: Lauren Aimes
Advice and recommendations – there is a huge difference between these two words. In our everyday lives, the words “advice” and “recommendation” are often used...
What’s In a (Brand) Name? The Best Financial Advisors May Not Be Who You Think
By: Lauren Aimes
Brand-Name Firms Can Mislead Investors The major brokerage firms have well-known brand names that most investors have heard at one time or another, whether on...
What Types of Financial Services Companies Do You Need If Running a Family Business?
By: Gary Williams
When searching for a financial advisor, it’s important to know that there are many types of financial services companies out there, and you need to...
Top Four Categories of Questions When You Vet Financial Advisors
By: Jack Waymire
There is no doubt selecting the right financial advisor is one of the most important decisions you will ever make. That’s because your financial advisor...
Your Financial Advisor and the TCJA; Notable Tax Changes for Residential Homeowners
By: Gary Williams
A good financial plan takes in many different considerations. Investments, of course, are a top priority, but a good financial advisor should also understand your...
Are Your Financial Advisor’s Credentials Real?
By: Jack Waymire
When we face critical decisions, many of us turn to professionals (financial advisors, CPAs, attorneys) who have specialized knowledge that will help us make the...