Role of a Financial Advisor

We often casually use the titles financial advisor and financial planner in the financial domain to refer to the same financial professional; however, there’s a great difference in their roles and responsibilities and...
Read more »

Think about your retirement. When you hang up your stethoscope, will your budget allow for fine dining in Paris or will it be restricted to a burger in Paris, Texas instead? Understanding your financial priorities today and...
Read more »

By Thomas Drew.   When it comes to your financial future, you can't be too careful. With that in mind, it is crucial that you conduct a background check on any financial advisor you are considering. While most...
Read more »

By Anna B. Wroblewska. Are you uncertain about whether you can trust an advisor, or whether you even need one? Read on for some of the most common myths about financial advisors and why they are far from the truth. ...
Read more »

Everyone knows that Twitter is a popular social media tool to connect with others and access real-time information. What many don't know is that it can also prove valuable when it comes to saving money. Twitter can be a...
Read more »

If you are like most investors, you find today is investment climate more complex than it was even a few years ago. Let s face it, with more than 8,000 mutual funds to choose from, and a myriad of stocks, bonds, annuities...
Read more »

Years ago, America's wealthiest families realized that they needed a better way to manage their financial affairs. They set up what became to be known as family offices. A family office was one central location that...
Read more »