Tag: wealth advisor

RIA vs IAR: What Is the Best Type of Financial Advisor for You?

Financial advisors use a disturbing number of titles and qualifications these days, making it a challenge for an investor to determine what kind of 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. ...

Investment Decisions in Haste – Is a Waste of Time

Recently in an Investment Committee discussion we reviewed a client portfolio with the wealth advisor who manages the relationship and verbalized a set of statements that had...

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