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November 2014

The 2 Biggest Problems With Your Financial Advisor’s Fee Structure & How You Can Fit It

  • November 26, 2014
  • Fees

Let’s start with the biggest problem facing your financial advisor’s fee structure: It’s riddled with conflicts of interest.  If your advisor...

Market Timing Model: Expectations vs. Reality

To time or not to time? That’s the question. Too often investors’ expectations of the perfect market timing model aren’t rooted...

How to Check Your Financial Advisor’s Background (and What Red Flags to Avoid)

You check your baby sitter’s background, right?  What about employees you may have hired over the years?  Maybe a potential suitor?...

Beware: It’s Capital Gains Tax Distribution Season

It’s the most wonderful time of the year…unless you’re a mutual fund owner. In fact, December is the notorious time for...

3 Things You Learned in Kindergarten That’ll Help You Understand the Fiduciary Duty of Investment Advisors

We learned everything we needed to know in kindergarten, right? Play fair, share, say please, thank you and sorry.  What else...

How to Save Money Hiring a Fee-Only Registered Investment Advisor

So you’ve figured it out:  You NEED a financial advisor.  But you’ve taken it one very big step further:  You’ve decided...