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January 2019 Blog Archive

What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance Wed, Jan 30, 2019 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 expert... Read More

What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith Wed, Jan 16, 2019 ....the point of being a NAPFA- registered financial advisor is to guarantee holistic services on a fee-only basis.  This eliminates the incentive to sell products for high commissions, ensuring unbiased advice. Read More

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