Tag: Registered Investment Advisor

What is a Fiduciary Financial Advisor?

Perhaps you have read about a new Department of Labor regulation that mandates anyone who provides financial advice and services for retirement assets must be...

Why Women are Excellent Investors!

Women are different than men.  As a Certified Financial Planner® this holds true in the investment world.  Women are faced with unique challenges as they...

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...

3 Do-It-Yourself Investing Pitfalls

Whether looking to upgrade the kitchen, find a new job, or decide which positions to buy for a 401(k), you must decide: should you do...

What is a Financial Advisor? Are they Real?

One would think that the question of What is a Financial Advisor would be easy to answer.  Unfortunately, it is one of the most abused...

A Registered Investment Advisor is Your Key to a Secure Retirement

Did you know there are two types of financial service companies? One is paid a commission to sell you investment products aka Broker/Dealer. The other...

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