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AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida
AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida Fri, Mar 31, 2017 People often pay a lot for a financial advisor to push products, not to actually provide advice. FirsTrust rebels against this model by providing financial advice that serves to work in the best interests of its clients. They preserve the objectivity... Read More

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

Your Social Security Income Can Make or Break Your Plan – Don't Mess It Up (as seen in Kiplinger)
Your Social Security Income Can Make or Break Your Plan – Don't Mess It Up (as seen in Kiplinger) Tue, Dec 05, 2017 There are hundreds of claiming strategies for Social Security benefits, so do your research before you make your move. Read More

10 Questions to Ask a Financial Advisor by Andrea Coombs
10 Questions to Ask a Financial Advisor by Andrea Coombs Tue, Oct 31, 2017 When you hire a financial advisor, you’re entering a long-term relationship with someone who will know most everything about your financial life. It’s not unlike dating in that you want to find someone you click with. 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

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