Five Things You Need to Know to Start Your Day
Trump pushes for fast economic reopening, EU faces deepest downturn in its history and Treasury to announce a lot of new debt issuance.
Tag: Financial Planning
Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com )
…….According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best interests of their client base. Why? These investments pad the advisor’s pocket with fat commissions. So now more than ever — in the absence of an official fiduciary rule requiring advisors to put their clients’ interest above their own — you have to be sure your advisor clearly discloses any conflicts of interest upfront before you agree to do business with them. That’s where Form ADV comes into play…
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Contributor Personal Finance
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise.
Following Your Financial Playbook To Victory as seen in Forbes
What would a football game look like if there were no playbook? A pickup game in the park with friends. In other words, it would be made up on the fly. While that might make it on the playground, it won't cut it in organized sports or with your financial life.
Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor
It is critical for any investor to fully understand the difference between a broker and an investment advisor: investors need to understand whether the advice is objective or, perhaps, driven by financial incentives.
Who Can Be a Financial Advisor? by Suzannah Snider in US News and World Report
When you visit a pediatrician, you know she graduated from medical school and completed additional specialized training. When you do business with a lawyer, you know he has a law degree. When you send your child to school, you are certain the teacher is state-certified and meets state-mandated continuing education requirements.
FirsTrust – Fee-Only Wealth Management
Relying on one "financial planner" to be an expert in everything is unrealistic. That's why FirsTrust offers our consulting clients access to a team of experienced specialists from the firm's 4 specialized divisions: Investment Management, Financial Planning, Tax Consulting, Trusts & Estates. We believe in having access to depth & breadth of knowledge, and we welcome the opportunity to collaborate with your other professional advisors.
What should you be doing to prepare for retirement? Top tips and tactics from financial advisors as seen in the News Journal
You’re 10 years or less away from retirement. You can clearly see the next phase of your life down the road and it’s coming up fast. Are you ready for it? Do you have a comprehensive plan in place so you don’t outlive your savings?