Category: Advisors

Do I need a Financial Planner or a Wealth Manager?

When it comes to investing, saving for a better future, or managing your wealth, deciding on whether you should seek the guidance of a financial...

How to Get the Best Financial Advice You Deserve From an Advisor

What is your financial advisor’s most valuable asset? It’s not just investments, taxes, financial plans and saving strategies.  It’s not their fancy, high-tech system or...

Select an Independent Financial Advisor to Invest Your Assets

The word “independent” has a lot of positive connotations, but it can also be a deceptive sales pitch by financial advisors who sell retirement products...

Is a Stockbroker a Real Financial Advisor?

No, they are not. Then why is there so much confusion? It starts with stockbrokers telling investors they are financial advisors. They make this false...

Is the Personal Financial Advisor a Dinosaur?

Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...

Are All Certified Financial Planners ™ (CFPs®) Created Equal?

Absolutely not! The designation means the Certified Financial Planners ™ completed some coursework and passed an examination. It does not mean the planner is an...

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