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Why Your Financial Planner Needs a Financial Planner

If you learned that your financial planner had their own financial planner, would you be concerned? Would you see it as a confession of incompetence or a sign of confidence and wisdom? Years ago, when I told my clients that I had a financial planner, their reactions...

Increased Demand, Too Few Financial Planners

Watch this video on YouTube If you are looking for an investment advisor, the number of companies and advisors from which to choose is almost overwhelming. The case is almost opposite if you are looking for a fiduciary financial planner—one who is client-centered and...

Important Questions Investors Fail to Ask

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...

Judge Financial Gurus With Common Sense

Watch this video on YouTube “I see that firm’s ads everywhere.” “His books are best-sellers.” “That advisor does all kinds of free seminars for retirees.” “She’s on TV all the time.” When a financial advisor,...

The Mirage of Unbiased Financial Advice

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...