How to Hire a Financial Advisor

As you get older, managing and getting your finances in order becomes a top priority. Navigating through your muddled finances can become stress-free and easy if you hire a the right advisor who not only provides you with...
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Sadly, most investors don't know how they pay their advisors, and many can even make it look like they work for free. Even when clients know they must be paying something, the human mind will discount what is not obvious,...
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By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION Perhaps surprisingly, it is very quick and easy to become a financial "advisor". The government licenses required can be obtained...
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Managing Your Financial Resources: The Need for Financial Advisors Money is one of the essential and necessary resources that every individual, no matter what the status, condition and current lifestyle needs. Every...
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By Thomas Drew.   It's important to trust the people who give us financial advice and in order to trust them, we need to know how they are paid. Your advisor will shape your retirement, your lifestyle, and maybe even...
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By Thomas Drew. What does it mean when someone says she is a financial advisor? The titles "financial advisor" and "financial planner" are vague terms that don't connote any specific type of training or education. That's...
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Working with a top notch Financial Consultant can be a beautiful thing. Not only does a good Consultant help you find your way thru financial storms but can also be a mentor, coach and even a good friend. But how do you find...
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The introduction of online stock trading has made it easier than ever for you to become a "do-it-yourself" investor. But just because you can do it doesn't necessarily mean that you should. To achieve your long-term...
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If you had to make a life and death decision, wouldn't you take your time to choose wisely? The more knowledgeable you become before making the decision, the greater your chances will be of making the correct one, right? ...
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Whether you are searching for your first financial advisor, considering changing advisors or merely have questions you would like to ask your current financial advisor, here are a few things to think about. The first and...
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What a daunting task it seems to be: Either choosing or replacing your planning and investment professional. You may be either starting out or unhappy with the relationship you have with your current individual. With...
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Investing can be complicated and challenging even to the most sophisticated investor. In fact, making sense out of the stock, bond and mutual fund world requires in-depth research of the various investment opportunities...
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No one would think of climbing Mount Everest alone. Climbers assemble teams with specialties to help scale the peak. Special needs financial planning can seem like a daunting task and it's made more difficult with the...
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It has been my experience that people struggle to know how to select an advisor and once they have one, to know whether he or she is the right one. To answer that question I suggest looking at the 5 P's: People, Philosophy,...
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Investing is a process of negotiating many forks in the road, and for investors who want help with those decisions, the first hard choice is where to get investment advice. A stockbroker? A registered investment advisor?...
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Selecting a financial advisor is a lot like choosing a contractor. Cost is just one of the factors. Picking the lowest or the highest bidder won't guarantee you the best value or service for your situation. The only...
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It had to happen sooner or later. New alphabet soup dedicated to seniors. Who are they and what do they stand for? Most of these designations are earned after a course of study, which may be as simple as a series of...
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Early in the 20th century a stock and bond broker's job title was "customer's man". Over the years Wall Street marketing managers have changed this moniker many times. Customer's men became registered representatives, and...
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That friendly, accommodating fellow who wants to help you choose investments for your retirement portfolio may be your worst enemy. If he's not a fiduciary, you should be scared to death. If you?re asking why, pick up...
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Failure to Serve Effectively The delivery of professional services is at a critical crossroads. Clients are often provided with advice that fails to be best-in-class and fails to integrate the client's ideas for their best...
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Every so often almost every one of us tries to be a do-it-yourself expert. Lots of us have tried to change the oil in our cars ourselves. The one time I tried that, it cost me $241.95. Most of us have tried our hand at...
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If you were seeking dental care, it isn't very likely that you would call on a cardiologist, or an ophthalmologist, or a pharmacist. Why not? Aren't they all health care professionals? No, it is quite commonly understood...
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Given that your future depends on how well you save and invest your money, you may recognize the need for professional help. But whom should you turn to? Do you need a financial advisor or a stockbroker? An investment...
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You know you need help with your finances, but you have reservations about working with just anyone because you watched your sister and brother-in-law lose thousands of dollars forever with that financial advisor now under...
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When it comes to New Year's resolutions, a recent poll showed that finding a financial advisor was first on the list for many people. Finding a financial advisor is easy, but finding the right financial advisor is much...
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With Mother's Day right around the corner, you probably find yourself bombarded at every turn by can't-miss deals on a variety of mom-friendly gifts. Like clockwork, early May is the time for ad mavens everywhere to crank...
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Generally speaking, busy people no matter how well educated or financially sophisticated don't have the time or inclination to effectively manage their own financial affairs. Most persons today are too busy keeping up...
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Selecting a financial planner has never been an easy task. Yes, experts have long advised checking such things as a person's experience and education, as well as their regulatory record. But in recent years, selecting a...
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When you?re busy taking care of a family member with a disability, taking time to plan for the future falls to the bottom of the to-do list. There doesn't seem to be any room in the day for handling complex planning when...
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