Recent Posts Tagged With financial advisors

• Too Big To Serve?

  Posted on Saturday March 13th, 2010 at 08:17 am in service advisors financial advisors

  Recently I went to the “Big Box Home Improvement” store to purchase some new lights for the wall in my bathroom. I bought two that my wife and I liked that had the “Big Name Provider” of lights and there were many other types of illumination ...

• Regulate Financial Advisors? YES!!

  Posted on Thursday March 4th, 2010 at 10:32 am in financial planning Regulation financial advisors selecting advisors

  The Financial Crisis instigated a number of new pieces of legislation with regards to consumer protection. One being discussed right now in the Senate is how Financial Advisors, Planners and a whole slew of similar names should be regulated. Those ...

• Is Big Safe??

  Posted on Friday January 22nd, 2010 at 10:54 am in investing financial advisors

  One of my all time favorite movies is “It’s a Wonderful Life” starring Jimmy Stewart. The classic good versus evil struggle of the banker Mr. Potter and the hero of the story George Bailey has not only survived the test of time but is still on...

• Are You Retirement Ready?

  Posted on Friday October 16th, 2009 at 03:03 pm in Retirement wealth management financial planning financial advisors

  64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planne...

• Finding A Trustworth Advisor

  Posted on Monday September 14th, 2009 at 11:44 am in wealth management financial planning financial advisors

  How do you avoid the Bernie Madoffs and the Allen Stanfords? Recently, we’ve seen two supposed financial wizards revealed as charlatans. Given recent headlines about Ponzi schemes and fraud, you may be wondering - how can you avoid getting duped by...

• How Do High Net Worth People Get Advice?

  Posted on Tuesday July 7th, 2009 at 02:08 pm in wealth management financial planning alternative investments financial advisors financial information

  2,036 investors. Average investable assets: $2.37 million. What did they value when it came to financial information? In the second half of 2008, Dow Jones commissioned Beta Research to conduct a poll of their preferences.Where do they get their inve...

• Why Fee-Only?

  Posted on Monday May 11th, 2009 at 10:27 am in wealth management financial planning financial advisors selecting advisors

  Why are more and more financial advisors fee-only? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. Would you rather meet with a...

• Wealth-O-Nomics Guest Post On Huliq

  Posted on Thursday April 16th, 2009 at 02:15 pm in wealth management financial planning financial advisors

  I was asked to do a guest post on Huliq.com. Here is the link for your review....

• Objective Advisors? Really?

  Posted on Thursday April 2nd, 2009 at 09:16 am in investing wealth management financial planning financial advisors selecting advisors

  When I came across this piece on Behavior Gap I thought to myself " yep, he's got it!". There are objective financial advice professionals out there but they are not the ones with lots of advertising screaming for your attention. Most likely they are...

• New Public-Private Partnerships

  Posted on Monday March 23rd, 2009 at 05:28 pm in investing wealth management Economy bailout financial advisors

  On March 23, Treasury Secretary Timothy Geithner announced details of a new Obama administration effort to get banks lending again – a "critical piece of our plan to increase the flow of credit and expand liquidity." The blandly-named Public-Privat...

• Know Your Insurance Company

  Posted on Sunday March 1st, 2009 at 07:57 am in insurance wealth management financial planning alternative investments financial advisors

  Read this if you own an annuity or life insurance policy. Read this even if you don’t, because you need to know about the ways you can check up on an insurance company’s rating.Have insurance companies been exempt from federal bailouts and rescue...

• King of the World!!

  Posted on Tuesday February 24th, 2009 at 08:21 am in investing obama wealth management investments Economy

  Being a long-term investor today clearly takes individuals with a great deal of discipline and a sense of history. What we need is a “King of the World” to change course. A King that could take drastic measures to get rid of the bad and acce...

• Wealth Management Potpourri

  Posted on Friday February 6th, 2009 at 10:38 am in dollar real estate investing wealth management Economy

  The Big Fix Tax Cheats or Tax Idiots? Financial Stability: 4 Easy Steps to Get Your Finances in Order US Senate agrees to dilute 'buy America' provisions Earnings: The Sting of the Strong Dollar What's Your Financial Philosophy? What It Mea...