The 2 Biggest Problems With Your Financial Advisor’s Fee Structure & How You Can Fit It
- November 26, 2014
Let’s start with the biggest problem facing your financial advisor’s fee structure: It’s riddled with conflicts of interest. If your advisor...
How to Check Your Financial Advisor’s Background (and What Red Flags to Avoid)
- November 18, 2014
- Background Check
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
- November 14, 2014
- Capital Gains
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
- November 10, 2014
- Fiduciary Duty
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
- November 3, 2014
- Fee Only
So you’ve figured it out: You NEED a financial advisor. But you’ve taken it one very big step further: You’ve decided...