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When it Comes to Your Financial Plan, You Can't Trust a Computer
When it Comes to Your Financial Plan, You Can't Trust a Computer Tue, Jan 04, 2022 At my annual physical exam recently, the doctor took my vital signs, reviewed my medical records, and after reading my EKG results, said, “Well the computer says you’re having a heart attack.” But the computer was wrong. Read More
By Lisa Brown (seen on Yahoo Finance)

The Most Important Questions For Your First Meeting With A Financial Advisor
The Most Important Questions For Your First Meeting With A Financial Advisor Wed, Dec 01, 2021 ......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More
By Stacey Francis as seen at Forbes.com

SEC Slams Almost All Robo-Advisors With Deficiency Letters
SEC Slams Almost All Robo-Advisors With Deficiency Letters Thu, Nov 11, 2021 As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More
By TRACEY LONGO

INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money
INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money Mon, Aug 23, 2021 .......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More
By Michelle Fox

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