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    Referred to a financial advisor? Here’s what you should ask
    Deborah Nason
    • Jul 8, 2019
    • 1 min

    Referred to a financial advisor? Here’s what you should ask

    Here's a story I wrote for CNBC.com: https://www.cnbc.com/2018/02/15/referred-to-a-financial-advisor-heres-what-you-should-ask.html
    4 views0 comments
    WHAT PEOPLE DON'T KNOW #5 Part II
    Deborah Nason
    • Jul 1, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #5 Part II

    THAT THEY SPECIALIZE: Here are more examples of specializations that advisors could have: • Social/religious philosophy: socially...
    0 views0 comments
    WHAT PEOPLE DON'T KNOW #5 Part I
    Deborah Nason
    • Jun 25, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #5 Part I

    THAT THEY SPECIALIZE An advisor could specialize in almost anything, and most do have a particular area of competency. You just need to...
    0 views0 comments
    WHAT PEOPLE DON'T KNOW #4 PART III
    Deborah Nason
    • Jun 17, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #4 PART III

    DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS The following definitions come from FINRA: • FINANCIAL PLANNERS: These are...
    1 view0 comments
    My press release for my book!
    Deborah Nason
    • Jun 10, 2019
    • 1 min

    My press release for my book!

    https://www.prweb.com/releases/investment_industry_journalist_answers_why_work_with_a_financial_advisor/prweb16359903.htm
    5 views0 comments
    WHAT PEOPLE DON'T KNOW #4. PART II
    Deborah Nason
    • Jun 3, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #4. PART II

    DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS Before I define these 4 types, I want to introduce you to the source I used...
    1 view0 comments
    WHAT PEOPLE DON'T KNOW #4 PART I
    Deborah Nason
    • May 27, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #4 PART I

    DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS (PART I) There are four main types of practitioners who might refer to ...
    5 views0 comments
    WHAT PEOPLE DON'T KNOW #3. PART II
    Deborah Nason
    • May 27, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #3. PART II

    THEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Looking at behavioral change, a study by TIAA-CREF found that “Approximately one-third...
    6 views0 comments
    WHAT PEOPLE DON'T KNOW #3. PART I
    Deborah Nason
    • May 27, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #3. PART I

    THEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Two recent studies from Vanguard and Morningstar have calculated the financial value...
    0 views0 comments
    WHAT PEOPLE DON'T KNOW #2. PART II
    Deborah Nason
    • May 27, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #2. PART II

    HOW THEY'RE PAID: It’s interesting to note that most advisors earn both fees and commissions, as shown by the chart below:
    0 views0 comments
    WHAT PEOPLE DON'T KNOW #2. Part I
    Deborah Nason
    • May 27, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #2. Part I

    HOW THEY'RE PAID: There are three main modes of compensation for advisors: • Commission-only: Financial commissions are paid by mutual...
    3 views0 comments
    WHAT PEOPLE DON'T KNOW #1. Part II
    Deborah Nason
    • May 21, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #1. Part II

    WHAT ADVISORS DO: Common services provided by advisors include: asset allocation, retirement income planning, retirement accumulation...
    0 views0 comments
    WHAT PEOPLE DON'T KNOW #1. Part I
    Deborah Nason
    • May 21, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW #1. Part I

    A big obstacle to people getting the advice they need is that they don't understand what financial advisors do and how they do it. Over...
    2 views0 comments
    WHAT PEOPLE DON'T KNOW - INTRO
    Deborah Nason
    • May 20, 2019
    • 1 min

    WHAT PEOPLE DON'T KNOW - INTRO

    Our financial lives are complex, and everywhere I look I see people over their heads when trying to navigate financial decisions and ...
    5 views0 comments