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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

Additional Resources

Investor Case Studies

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

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