Tag: investment advisor

The Crazy World of Financial Advisor Acronyms

Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...

Making Smart Investing Decisions

Investing like life is all about making choices. We make hundreds of choices every day. Most of them unconsciously like stopping at a stoplight, brushing...

Is Investment Rate of Return the Right Measuring Stick?

What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...

Who Says You Can’t Time the Stock Market? Why Market Timing Is Easy

At some point every investor, trader, or stock picker has dreamt of buying a stock right before some major news turning him/her into a retired millionaire...

Diminished Capacity and the Fiduciary Standard

Sometimes inaction is the right action (the fiduciary standard) when faced with an elderly prospect that presents signs of diminished capacity. A few weeks ago,...

How Investment Advisor Fees Add Up

In the pursuit of an investment advisor or investment manager one of the most important (and unfortunately complicated) pieces of information to obtain is their...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.