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Blog Articles

• Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again
• Ethics Challenge hosted by the CFA® Societies of Florida
• Why Should I Hire a Fee-Only Financial Advisor?
• Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
• Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com )
• A 6-step guide to choosing the right financial professional for you
• Investing: What your advisor isn't telling you (By LISA GERSTNER)
• Fee-OnlyNetwork.com - Fee-Only, Fiduciary, Independent
• How to Find a Fee-Only Advisor by Clark Howard
• S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
• New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine
• 5 Smart Financial Steps to Take During Summer as seen in USNews and World Report
• Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
• What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance
• What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
• 10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
• Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
• Choosing a financial adviser: How you pay is critical as seen in NewsDay
• Following Your Financial Playbook To Victory as seen in Forbes
• Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor
• How Should YOU Measure Your Investment Performance? as seen in Kiplinger
• Who Can Be a Financial Advisor? by Suzannah Snider in US News and World Report
• FirsTrust - Fee Only Wealth Management
• What should you be doing to prepare for retirement? Top tips and tactics from financial advisors as seen in the News Journal
• Here’s the question you really want to ask your financial advisor by Lorie Konish
• 5 ways to boost your financial confidence by calvin geotz
• FirsTrust's CIO weighs in on Chairman Ben Bernanke's Economy Prediction for 2020.
• How dealing with a fee-only advisor is good for the client (as seen in ecnomics times)
• Five Ways To Avoid Financial Adviser Fraud by John Wasik
• 4 financial gifts for graduates by Brittany Jones-Cooper
• How to pick a fee-only financial planner when family's finances suddenly increase? by Liz Weston
• Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com)
• Why 60/40 Portfolios Are Downright Dangerous Today (as seen in Financial Advisor Magazine)
• RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes
• IRS Warns About Tax Scams During Tax Season
• Trump's Tax Plan and How It Affects You (by Kimberly Amadeo)
• 26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger)
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