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You And Your Financial Advisor: The Perfect Team

Many investors rely upon Financial Advisors to help them manage their investment portfolio. Ideally the Financial Advisor and investor should work together, as a team, to find the right investments... more

The Cat Food Dilemma

When I left the Army in 1973, it was to go to work for the Dupont Walston brokerage firm. Our training center was in Los Angeles about three blocks down Wilshire from the Ambassador Hotel when Sen.... more

What is the New myRA Retirement Account? A friend chatted with me early Wednesday morning

A friend chatted with me early Wednesday morning. Can you explain this myRA thing? he asked. Myra who? I replied. You know, the new type of retirement account Obama announced in the State of... more

Finance and investments : Do It Yourself or Hire a Pro?

The Definitive Guide to selecting the right financial advisor for your needs.

I want to take charge.
HELP ME FIND MY ADVISOR

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Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

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