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August 25, 2015

How does my financial advisor make money?

A simple guide: I started my career as a stockbroker (my card said “financial advisor”) at one of the largest Wall Street brokerage firms. I can’t […]
July 24, 2015

Can a “Robo Adviser” Boost Your Investment Returns?

Are you better off letting a computer invest your money rather than hiring a human ­financial adviser or doing it on your own? It sounds like […]
July 24, 2015

Technology Helps Investors See What’s Behind the Curtain

The stock market got clobbered last week. When the Dow lost 1,000 points in just one week because of worries over China’s slower growth media hype […]
July 24, 2015

Mass-affluent Women Deserve Good, Professional Financial Advice

We used to be called the middle class. We’re not exactly rich women but now we go by our much cooler name, mass-affluent. Our average net […]