How Should YOU Measure Your Investment Performance? as seen in Kiplinger
Investors shouldn't be obsessed with their portfolio's performance, but an annual evaluation is key to keeping you on track.
Category: Resource Center
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?
Here’s the question you really want to ask your financial advisor by Lorie Konish
…….if you haven't asked your financial advisor how they are being compensated, now is the time to ask……
How Dealing with a Fee-Only Advisor is Good for the Client (As Seen in Economic Times)
Remember that a person selling a product can never be a true advisor, as their interest lies in selling their product and meeting their targets. So, who should someone seeking advice turn to? The best bet for the investor would be a fee-only advisor, who only offers advice, just like a doctor/lawyer and does not sell products or get any remuneration from it. In such a case, the advisor would work in their best interest, offers the most appropriate solution and charges a fee for it.
Five Ways to Avoid Financial Adviser Fraud by John Wasik
………"Investors must insist their advisors put in writing they will do certain things that the best advisors today already do," said Knut Rostad, executive director of the Institute. "The Investor Bill of Rights will help them."
4 financial gifts for graduates by Brittany Jones-Cooper
…Money is a popular graduation gift – and with good reason. College grads in particular will likely be leaving school with overwhelming amounts of student debt and not much knowledge of how to pay it off. Sure, you can simply hand them a wad of cash; that's probably what students would prefer. But if you want to be more thoughtful about your gift, here are some other ways to give.