What to ask your financial advisor
How does/and how much does your advisor get paid? Fees matter. It is important to know how much you are paying and the value you receive for that payment. If you’re paying 1% or more for only investment management with no in depth retirement planning, we should talk. Is your advisor required by law to act […]
What You Need To Know Before Hiring A Financial Advisor
There are many things to consider when you are looking to hire a financial advisor, and many people are not sure which questions to ask. This article from Inc.com shares a few items to keep in mind when looking for someone to manage your money. It is important to look for terms such as “certified […]
Financial Planning Etiquette: Clients First!
“The interests of the client continue to be sidelined in the way the firm operates and thinks about money.” This is a direct quotation from Greg Smith’s recent op-ed that he penned after stepping down as a senior executive of Goldman Sachs. Holding himself up as a man of integrity, Mr. Smith couldn’t stand working […]