“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”?
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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 […]
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 […]
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 […]
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