“Make sure your advisor is happy.” This statement came from a well-respected, nationally known investment advisor with 20 years of experience. He could have said to be sure your advisor is a fiduciary with no conflict of interest, is competent, or has impeccable integrity. Why “happy”?
Tag Archives | fee-only financial planning
Dig Deeper Than CFP To Find Financial Planner
September 30, 2019
I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary professional. It only ensures that you are choosing from a pool of 85,000 financial services providers who are educated […]
Financial Stress in Times of Transition
July 15, 2019
Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a common reason that people seek out financial advice. We tend to be driven to consult […]
Your Financial Planner Replaced By A Computer
June 17, 2019
If Ken Fisher is right, in the future you will be talking to a computer about your asset allocation and loving every minute of it. Fisher has built Fisher Asset Management into the largest fee-only investment advisory firm in the US, with over $100 billion under management. Speaking at the Investment News Innovation Summit in […]
106 Things We Do For Clients, No. 106
December 5, 2018
No. 106 of 106 Things We Do For Clients Network with leaders in our field through professional associations.
