February 26, 2020
Imagine you’ve just wrapped up a meeting with a financial advisor you’ve decided to hire. You’ve shared your most intimate financial details with this advisor, including […]
February 15, 2019
Some high-flying hedge funds from the Wizards on Wall Street claim that they can handily beat the market, year after year. But even if you wanted […]
February 1, 2019
When you’re talking about financial advice, there’s good advice, there’s bad advice, and worst of all, there’s expensive bad advice. In fact, according to the White […]
November 7, 2018
It’s human nature to want to invest money to make more money, but now millions of everyday consumers also want to know their investments align with […]
April 12, 2018
The whole idea behind the Department of Labor’s Fiduciary Rule was to protect consumers from the blatant conflicts of interest that are standard operating practice in […]
March 7, 2018
For the record, this has been one of the longest running bull markets in the history of the stock market. But last month, a sudden and […]
September 20, 2017
As women approach and enter their 60s, the life they pictured for themselves in retirement is just around the corner. Some women may have already quit […]
December 6, 2016
I wasn’t old enough to rent a car, but in my early 20’s I was recruited to be a stock broker, and I was pretty excited […]
November 28, 2016
Looking through the eyes of the typical investor, financial advisors have been vilified since the massive fraud Bernie Madoff pulled off years ago. And then there’s […]
October 25, 2016
Is your advisor really working for you? When a financial advisor is employed by a brokerage firm, bank or an insurance company, he’s a ‘representative’ whose first […]