Watch this video on YouTube Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the...
If you hear certain statements from a financial advisor, grab your checkbook and run. That’s the point of an article by Joyce Hanson, titled “4 Things Advisors Should Never Say to Clients,” that recently appeared in ThinkAdvisor. She interviewed Rick...
Does that new employee in your financial planner’s office look too young to know anything about financial planning except how to apply for college loans? Don’t worry, he or she might have more education in financial planning than you think. According to an...
Last week’s column offered four ways to prepare for inevitable financial calamities by building a financial shield against disaster. This week adds four more strategies that are as much about people as about money. 1. Build a good support team before you...
“I need to share a secret with you: financial advisors aren’t perfect.” That’s how financial planner Tim Maurer opens an article published online in Forbes on December 7, 2011. He goes on to explain that “anyone trained to be an advisor in the...
