Tag: investment advisors

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...

Investing Can Be Like Playing a Game of Monopoly

Remember playing Monopoly with your kids or as a kid? It’s a game of strategy and most of us choose one of two ways to...

Is Your Financial Advisor for “Real”?

I believe I should start off by educating those who are already using a financial “advisor” (using that term loosely here) and/or considering using a...

A New Player in the Financial Fiduciary Wars – Updated September 2014

A financial fiduciary are financial planners, investment advisors, and money managers who hold positions of substantial trust when they invest other peoples’ money. Investors are counting...

Wall Street’s ‘Increased Costs’ Deception

The Securities and Exchange Commission (SEC) recently announced that it had received very little response to its request for information on the potential financial impact...

Why Using a Registered Investment Advisor is in Your Best Interest

Typically, it is not too hard to find an advisor willing to give you investment advice.   But, when it comes to the standard of care...

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