In the Wall Street Journal, Jason Zweig gives great advice on how to pick a financial advisor. Zweig, who writes the Intelligent Investor column, has a
We try hard to make a habit of writing our own blog material, yet a fellow fee-only planner from North Carolina, Karen Keatley, wrote a great piece that we
In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living
In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone
It’s time to address a challenging subject: In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?
It’s a challenging
The first hurdle to overcome when selecting an advisor is to ensure his or her advice is of the highest, fiduciary standard. The difference between fiduciary
A potential client called recently and asked about our services. He explained that at retirement this year he became a client of a big broker and was
Reported in Investment News and later picked up by Reuters, Merrill Lynch has asked two advisors who managed about $2.5 billion to leave the firm after
