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Disclaimer Tue, Jan 03, 2017 Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see our Terms & Conditions page for a full disclaimer. Read More

Mutual fund fees: How to Know What You’re Paying For and Why by Dawn Doebler
Mutual fund fees: How to Know What You’re Paying For and Why by Dawn Doebler Wed, Oct 11, 2017 It can be very confusing for any investor to figure out exactly how much they are paying in fees to a mutual fund. Since these fees can reduce your investment in the fund, affect your overall return or both, it’s important to have an understanding of... Read More

The 7 Tough Questions to Ask your Financial Advisor as seen in Marketwatch
The 7 Tough Questions to Ask your Financial Advisor as seen in Marketwatch Thu, Sep 28, 2017 More than a fiduciary, investors should demand what I call a “capable fiduciary.” The term incorporates ethics and practices that go beyond just checking the regulatory boxes and performing the minimum amount required to follow the law. Read More

Identity Theft Prevention and Credit Freezing
Identity Theft Prevention and Credit Freezing Fri, Sep 15, 2017 How to protect your credit if you are concerned about identity theft. Read More

Fiduciary Advocates Press CFP Board for Specifics on Standards Changes by Mark Schoeff
Fiduciary Advocates Press CFP Board for Specifics on Standards Changes by Mark Schoeff Tue, Aug 22, 2017 Most of the approximately 77,000 CFP's in the United States aren't registered investment advisers, Mr. Rostad said.  Advisers already must adhere to a fiduciary standard, while brokers, such as those at wirehouses, which have many CFPs are governed b... Read More

Are Financial Advisors Worth It? by Selena Maranjian
Are Financial Advisors Worth It? by Selena Maranjian Wed, Jul 19, 2017 Many people wonder whether financial advisors are worth it -- what their average cost is, if the fee is reasonable, whether they should hire investment advisors or financial planners, and so on. Well, if you're thinking "I need a financial advisor," ... Read More

Financial advisors: How dentists can make the right choice By Brandon VanLandingham
Financial advisors: How dentists can make the right choice By Brandon VanLandingham Tue, Jul 11, 2017 Dental practice owners might be easily misled by the titles of people working in the financial business. Here's what they should look for when it comes to selecting someone to guide their finances. Read More

CFP Board Extends Fiduciary Requirements For Licensees by Christopher Robbins Tue, Jun 20, 2017 The new standards also delineate rules for disclosing conflicts of interest and compensation methods and clarify the difference between “fee only” and “fee based.” Most notably, the CFP Board is cracking down on the use of “fee-based” compensation an... Read More

10 Questions Financial Planners Wish You'd Ask - by Susannah Snider USNews staff reporter
10 Questions Financial Planners Wish You'd Ask - by Susannah Snider USNews staff reporter Thu, May 04, 2017 When it comes to enlisting the services of a financial advisor, the process is a bit like dating. Just like you want to find a partner who shares your goals, communicates clearly and inspires trust, you want to find a financial pro who exhibits those... Read More

4 Easy Steps of Choosing a Financial Advisor (as seen on Forbes.com)
4 Easy Steps of Choosing a Financial Advisor (as seen on Forbes.com) Wed, Apr 26, 2017 You’ve finally decided to see a financial advisor. You know this is an important decision, but you have no idea where to start. The amount of financial information out there is infinite, and getting started can be overwhelming and intimidating. But t... Read More

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