Tag: unbiased financial advice

Are Shadow Advisors Shaping Your Financial Decisions?

You’re thinking about rolling over your 401(k). Or maybe you just inherited some money and you’re not sure what to do with it. Where do you go for advice? You talk with a friend, and they have some ideas. Your brother-in-law has opinions about index funds....

Do Political Biases Shape Your Planner’s Financial Advice?

Last week’s column focused on the challenge for financial advisors, in our current divided and chaotic political landscape, to provide accurate economic information even when it may not align with a client’s political biases. Now, let’s look at that same dilemma from...