Tag: Financial Advisor
Nov 14, 2016
Watch this video on YouTube One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their...
Nov 10, 2014
Watch this video on YouTube Last week I reported on the three top questions investors wanted answered when advisors recommended investments. The rankings came from a survey of investors, funded by Dimensional Fund Advisors, conducted in March 2014 by Advisor Impact. I...
Aug 4, 2014
Watch this video on YouTube Here’s a useful bit of advice I got from one of my staff members several years ago: “Rick, your clients don’t understand half as much about investing as you think they do.” She didn’t intend any disrespect to...
Apr 21, 2014
Watch this video on YouTube Is your financial advisor biased? To find out, just check two things: Is the advisor human? Is he or she breathing? If so, the advisor is biased. Even if someone created a supposedly objective robotic financial planner—let’s call it...
Mar 3, 2014
Watch this video on YouTube When should you abandon a sinking financial ship? Not merely because it’s being tossed by stormy seas. I was reminded of this at a recent gathering of financial advisors. One participant noted that five years ago he would have never...
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