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
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- 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...
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- Jun 24, 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...
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- 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...
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- 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
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- 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...
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- 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 ...
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- 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...
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- 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...
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- 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:
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- 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...
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- May 20, 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...
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- May 20, 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...
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- 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 ...
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