Resource Center
Resource Center

Resource Center


Articles in this category:

 1234NextLast1-10 of 34
Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com )
Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com ) Thu, Oct 24, 2019 .......According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best inte... Read More
By Theo Thimou

A 6-step guide to choosing the right financial professional for you
A 6-step guide to choosing the right financial professional for you Wed, Oct 23, 2019 Getting help on your financial decisions isn’t a bad thing. But with so many professionals and options out there, how do you go about choosing the right expert to work with? Read More
By Megan Leonhardt (CNBC website)

Investing: What your advisor isn't telling you (By LISA GERSTNER)
Investing: What your advisor isn't telling you (By LISA GERSTNER) Mon, Sep 09, 2019 Barbara Roper, director of investor protection for the Consumer Federation of America and a member of the Securities and Exchange Commission 's Investor Advisory Committee, discusses what investors should expect from brokers and advisers. Read More

Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent
Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent Thu, Aug 29, 2019 The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model. Read More
By Alan Slinder of Fee-Only Network

How to Find a Fee-Only Advisor by Clark Howard
How to Find a Fee-Only Advisor by Clark Howard Thu, Jun 13, 2019 ....Do you have money to invest, but you're not sure where to put it?  Most people who are unsure about investments hire someone to help.  Here's how to do that the right way.... Read More

S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times Fri, Jun 07, 2019 ......Advisers remain the best bet. The safest course is picking an independent, fee-only advisor who makes an explicit promise to act as a fiduciary... Read More

New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine
New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine Thu, May 23, 2019 The new standards aim to provide greater detail and clarity around compensation models. Read More

5 Smart Financial Steps to Take During Summer as seen in USNews and World Report
5 Smart Financial Steps to Take During Summer as seen in USNews and World Report Tue, May 07, 2019 If you find yourself indoors on a hot and humid afternoon, there are several little financial tasks that are worth completing. Here are five personal finance tasks that you should consider tackling in the heat of the summer. Read More

Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor Thu, Mar 14, 2019 Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

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

 1234NextLast1-10 of 34