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Financial Advice

How to Choose a Financial Advisor

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The 20-Minute Background Check for Financial Advisors

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 advisors are upstanding individuals, the allure of big money and clients who are out of their comfort zone can attract the attention of unscrupulous individuals. Your first line of protection against shady advisors is a simple 20 minute online background check.   Step 1:... more

Why Do I Need an Advisor?

financial-advice

You're Not Alone

If you think you need to learn more about investing, you're in good company. In a recent poll, 97 percent of American investors said it was important to increase their investment knowledge. Almost half said they could have avoided a negative experience in the market if they had known more about investing 1. In the old days, many workers retired at age 65 with a gold watch and a lifelong pension. They didn't need to know how the stock market works or understand issues affecting bond... more

What is a Financial Advisor?

financial-advice

How are Financial Advisors Paid?

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 your children's education. It's important to understand how your advisor is compensated, so that you can look out for any conflicts of interest. Fortunately, the ways financial advisors are paid are relatively simple and can be grouped into 5 general methods: percentage of... more