Tag: financial advisor

4 Points to Consider When Selecting a Health Insurance Plan … and Why an Advisor Can Help

You know the old saying, “The only things you can be sure of in this life are death and taxes.” Well, we think that should...

The Financial Equation: Bear Markets … Time to Panic?

President Trump’s handling of both trade issues and the fed interest-rate hikes has caused some market volatility, and many world stock markets have either fallen...

4 Tips from Google That Will Help You Find the Best Financial Advisor

What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want?...

What are Retirement Assets? What’s a Fiduciary? Financial Terms Explained

Not all investors are financial geniuses. In fact, most aren’t. That’s why they look to hire the best financial advisor to care for and properly...

Your Financial Advisor and the TCJA; Notable Tax Changes for Residential Homeowners

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...

How Transparent is Your Financial Advisor When It Comes to Compensation?

A 2011 survey of 7,800 investors by Cerulli Associates revealed that 33 percent did not know how they paid for the investment advice they receive,...

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