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Finding a Financial Advisor is Risky Business
Finding a financial advisor on your own or waiting until they find you is the question. What are the most frequently used strategies if you want to find a financial advisor on your own? How do you...
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Five Tips For Selecting A 5 Star Advisor
You want a financial expert you can trust to help you invest your retirement assets. Every advisor you talk to claims to be a trustworthy financial expert. Are they telling the truth or is their...
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Online Investment Advice and Robo-Advisors
A number of recent articles in the investment press have focused on the rise of online investment advice, including so-called robo-advisors. A recent article also discussed the trend of senior citizens...
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Financial Planning Lessons from the Winchester Mystery House – Updated Oct’14
Oliver Winchester manufactured the Winchester repeater also known as the “Gun that won the West” in 1834. When he died in 1880, he left the company and his fortune to his son William who died of...
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Thinking of Working with an “Advisor”? Ask This Question FIRST… updated Nov’14
If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking elsewhere: “Are you held to the suitability standard or the...
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Investment Fees – Know What You’re Paying For
In my previous article, Investment Fees – The Hidden Cost, I discussed the sources of fees that clients unwittingly pay to advisors and brokerages. Not knowing you’re being charged for something is an...
View ArticleDoes Your Prospective Financial Advisor Have a Mug Shot?
As a Certified Financial Planner™ fee-only practitioner I have seen a disturbing trend recently of clients and prospects seeking my assistance with their concerns regarding various financial products...
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How To Get Unstuck Financially
The road to Hell is paved with good intentions. So goes the familiar proverb, thought to have originated with Saint Bernard of Clairvaux, a 12th Century French monk. The primary meaning is aimed at our...
View ArticleWhat’s The Value Quotient of a Financial Advisor?
Value is a quotient between what you pay to what you get. Half of the quotient is cost, the other half is perceived value. The cost side is what you pay, and that’s a highly measurable thing. It’s...
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How to Choose a Financial Advisor
If you’re considering working with a financial professional, the first question on your mind is probably, how do I know a good advisor from a bad? Can I walk into any financial-services office and...
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