Category: Advisors

What is FINRA and What is the Role of FINRA (Financial Industry Regulatory Authority)

If you are someone who scrutinizes their account statements or your financial documents, you might have come across the word ‘FINRA’ – probably in a...

Your Financial Advisor Should Not Be Your Friend

You meet a financial advisor who is a member of your church or country club. Over a period of months, you gradually get to know...

5 Ways the Internet Helps You Find the Top Financial Advisors

How do you truly find the top financial advisors and not just fall for the best sales pitch? Picture this: You pull up to a...

Why You Need Independent Financial Advice

If you’re like most people you don’t associate “independent” with the investment of your assets.  You assume all financial advisors provide independent advice, but that...

5 Ways to Identify Fake Financial Planners

It is fair to say every family in America needs a financial planners. A high quality plan is your roadmap to a secure financial future:...

Do Fiduciary Financial Advisors Produce Better Results?

When it comes to finding the best financial advisor, I always recommend choosing a fiduciary financial advisor. But do fiduciary financial advisors really produce better...

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