Deborah NasonJul 8, 20191 minReferred to a financial advisor? Here’s what you should askHere'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
Deborah NasonJul 1, 20191 minWHAT PEOPLE DON'T KNOW #5 Part IITHAT THEY SPECIALIZE: Here are more examples of specializations that advisors could have: • Social/religious philosophy: socially respons...
Deborah NasonJun 25, 20191 minWHAT PEOPLE DON'T KNOW #5 Part ITHAT THEY SPECIALIZE An advisor could specialize in almost anything, and most do have a particular area of competency. You just need to ...
Deborah NasonJun 17, 20191 minWHAT PEOPLE DON'T KNOW #4 PART IIIDIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS The following definitions come from FINRA: • FINANCIAL PLANNERS: These are prof...
Deborah NasonJun 10, 20191 minMy press release for my book!https://www.prweb.com/releases/investment_industry_journalist_answers_why_work_with_a_financial_advisor/prweb16359903.htm
Deborah NasonJun 3, 20191 minWHAT PEOPLE DON'T KNOW #4. PART IIDIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS Before I define these 4 types, I want to introduce you to the source I used fo...
Deborah NasonMay 27, 20191 minWHAT PEOPLE DON'T KNOW #4 PART IDIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS (PART I) There are four main types of practitioners who might refer to themsel...
Deborah NasonMay 27, 20191 minWHAT PEOPLE DON'T KNOW #3. PART IITHEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Looking at behavioral change, a study by TIAA-CREF found that “Approximately one-third...
Deborah NasonMay 27, 20191 minWHAT PEOPLE DON'T KNOW #3. PART ITHEY CAN ADD SIGNIFICANT VALUE TO YOUR PORTFOLIO: Two recent studies from Vanguard and Morningstar have calculated the financial value ...
Deborah NasonMay 27, 20191 minWHAT PEOPLE DON'T KNOW #2. PART IIHOW THEY'RE PAID: It’s interesting to note that most advisors earn both fees and commissions, as shown by the chart below:
Deborah NasonMay 27, 20191 minWHAT PEOPLE DON'T KNOW #2. Part IHOW THEY'RE PAID: There are three main modes of compensation for advisors: • Commission-only: Financial commissions are paid by mutual f...
Deborah NasonMay 21, 20191 minWHAT PEOPLE DON'T KNOW #1. Part IIWHAT ADVISORS DO: Common services provided by advisors include: asset allocation, retirement income planning, retirement accumulation pl...
Deborah NasonMay 21, 20191 minWHAT PEOPLE DON'T KNOW #1. Part IA 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 t...
Deborah NasonMay 20, 20191 minWHAT PEOPLE DON'T KNOW - INTROOur financial lives are complex, and everywhere I look I see people over their heads when trying to navigate financial decisions and op...