Investment Concerns

Latest Articles

Personal Finance | Investment Concerns | Wiseradvisor.com
Only Half of Teens Say Gaining Financial Independence from Parents is a Goal for the Future

Financial Literacy Month Survey by Junior Achievement and AIG Delves into Teens Concerns about Money and Plans for the Future   Colorado Springs, CO  April 4, 2018  A new survey by Junior Achievement USA and AIG...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Why Having a Budget Will Increase Your Wealth

Are you concerned about your finances? On a general scale, nearly forty-nine percent of Americans are either fearful, anxious or concerned about their current financial situation, and nearly half are living paycheck to...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
How to Ruin Your Portfolio Performance: The Power of Fees and Time

It's important to differentiate between fees that are helping you and those that could hurt you. By Anna B....
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Tackle These 5 Financial Resolutions in 15 Minutes or Less

Get the New Year started on the right foot by tackling these five common financial planning issues. The best part? None of them will take you more than 15 minutes to accomplish.   The New Year is a natural time of...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Do You Know Where Your Money Is?

A little known corporation in Waterbury, CT, Verus Financial LLC, has a 10% stake in your money. You ask how? I will explain. You may have heard of the term "unclaimed property" or "escheatment". Escheatment has its...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
10 Ways to Organize Your Finances so that You're in Control

Are you financially disorganized? Do you frequently misplace your bills or feel overwhelmed with massive amounts of financial paperwork? You're not alone! One in four Americans are in financial disarray, and more than 40% of...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Applying for a Job? Make Sure Your Social Media Accounts are Clean

Hiring companies no longer offer jobs to candidates based on their resume or CV alone. Hiring managers are now taking it one step further and checking out social media profiles to get to know you better. Social media can be...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Don't Forget to Have Fun With Your Money

A "Fun Fund" - a section of your budget dedicated to entertainment and indulgences - may be the little secret that will help your money go a bit further without making you think, "I can't afford it". Dedicating a specific...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Tame Your Emotions or Else Your Finances could Go Wild

Believe it or not, your emotions have a huge impact on your finances. Events like relationship break-ups or stock market roller coasters can make you manage your hard-earned money irrationally. How can you make sure that...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Buying the Bull: How Wall Street Exploits the Ignorance of Investors

Brokerage firms have for many years built the illusion that they serve individual investors. In reality, their representatives are commission based salesmen. But, you won't find that on their business cards. No, they call...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Can Name Recognition Be A Bad Thing?

San Diego may be immune to bad weather, but we are susceptible to bad financial advice. Nearly everyone at some point in their life has sought out the advice of a financial professional. But whom can you trust? ...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Military Pensions and Special Needs Financial Planning

Planning for your special needs family member is a complicated process. Family members must be aware of personal, government and family financial resources. Planning should include understanding the team supporting the...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Evaluating Investment Skill: Important Lessons

Several years ago, even as the bursting of the dot-com bubble was well underway, an article posted on one of the Internet stock market commentary sites offered important lessons in how difficult it can be to evaluate...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Are You Paying Too Much For Your Investments?

Whether you realize it or not, every time you invest, you are faced with the important decision of choosing between passive management and active management. The philosophy and approach you decide to implement often...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Fiduciary: What is it, and who should care?

A fiduciary is a person legally appointed and authorized to hold assets (in trust) for another person. The fiduciary manages the assets for the benefit of the other person, rather than for his or her own. The fiduciary owes...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Test the Trustworthiness and Competence of a Financial Professional

Do you remember John Elway, the great quarterback for the Denver Broncos? Let's say that in the prime of his career, he stepped into the huddle and nobody knew who he was. Do you think the players may somehow sense his...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Wall Street Is Broken

Marketing experts frequently remind me that most investors do not want to read about problems. They advise me to focus only on the positive, but not the negative. As I am sure they are right about reader preferences, I...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Fees Based on Assets

Q: When people in the investment business charge a fee based on account size, rather than commissions based on transactions, is it just another way to pay for the same service? A: YES & NO. First, the answer is...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Are Markets Efficient?

On Oct 14, 2013, Shiller was awarded the Nobel Prize for his work in behavioral economics, a school of thinking that markets aren't in practice as efficient as many economists have for years believed, because of human nature...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Understanding Asset-Based Advisory Fees

Q: When people in the investment business charge a fee based on account size, rather commissions based on transactions, is it just another way to pay for the same service? A: YES & NO. First, the answer is often yes,...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Should You Use More Than One Financial Advisor?

Many of you reading this article today have more than one financial advisor. In fact, many of you have more than two financial advisors, plus a 401k for which you may receive no input from either of your one, two or three...
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Not Created Equal: Putting the Interests of Clients First

Many investors can capably manage their own portfolios. Others need advice from a competent practitioner. But not all advisors are high-caliber professionals who conscientiously put the best interests of their clients first....
Read more »

Personal Finance | Investment Concerns | Wiseradvisor.com
Potential Conflicts Within the Investment Industry

Stacking the Deck Against the Individual Investor Throughout the 90's, stock brokers were compensated on commission schedules based on getting rewarded for the number of transactions executed, not from how well their...
Read more »

I want to take charge.
HELP ME FIND MY ADVISOR