Tag: financial consultant

How is Free Financial Advice Unsuitable?

We’re lucky to live in the information era. Anything we want to know is at our fingertips via the internet, television programs, and even podcasts...

Dividend Paying Stocks Strategies – Updated Jan 2015

Dividend Paying Stocks are often a great option to traditional income investments. Investors measure dividend value through dividend yield, which is calculated by dividing annual...

Why do Stock Brokers Lie to Investors?

Stock brokers have licenses that limit them to selling investment products such as mutual funds and securities. The licenses do not permit them to provide...

Do I Need a Broker?

The answer and the reasons behind the answer to this question have changed over the years. In order to manage a portfolio effectively you need...

Caveat Emptor: There’s more!

This is Part 5 of a six part series on choosing a 401k plan advisor. While many nationally recognized insurance and brokerage firms advertise that they...

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