Hiring a Financial Advisor

financial adviser

Find a Financial Adviser Using One Benchmark

Getting competent help can be hard. Hiring a babysitter, vetting a lawn service, figuring out which plumber is going to fix your leaky pipes for a reasonable fee. Same for … Read more

Posted on April 1, 2013 by
financialadvisor

Financial advisers: the Good, the Bad, the Ugly

Online portfolio management company, Betterment, stirred up quite a controversy this month brashly challenging both the efficacy and ethicality of the investment advisory business in its blog post, “Financial Advisers Are … Read more

Posted on May 25, 2012 by
By Agamitsudo (Own work) [CC-BY-SA-3.0 (http://creativecommons.org/licenses/by-sa/3.0) or GFDL (http://www.gnu.org/copyleft/fdl.html)], via Wikimedia Commons

How to avoid becoming Wall Street’s muppet

A former executive director of Goldman Sachs caused a stir earlier this month when he spurted that some of the firm’s higher-ups deride clients as “muppets” — Wall Street slang … Read more

Posted on March 23, 2012 by
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Stop Paying Wall Street to Take Your Money

“Odds are you don’t know what the odds are.” —Gary Belsky and Thomas Gilovich, “Why Smart People Make Big Money Mistakes” Rule number one for spending your hard-earned dollars—pay for … Read more

Posted on November 18, 2011 by
By David Shankbone (Own work) [CC-BY-3.0 (http://creativecommons.org/licenses/by/3.0)], via Wikimedia Commons

Who’s Occupying Your Portfolio?

The Occupy Wall Street movement has become a topic of national discussion. Camped out in lower Manhattan for over a month, the protestors have spawned copycat events across the nation … Read more

Posted on October 20, 2011 by

Are You the Dumb Money?

In the hit comedy, Dumb and Dumber, Jim Carrey and Jeff Daniels play two guys that are so utterly moronic, that their inanity actually becomes their best asset. Without knowing … Read more

Posted on September 22, 2011 by
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Are You Gambling or Investing?

Are you saving money to travel, buy things you want, help the charities and people you love, send kids to college, stop working, or just plain relax? If so, consult … Read more

Posted on September 1, 2011 by

Managing Your Portfolio By Managing Your Mind

You might be familiar with Homer’s epic tale of Ulysses and the Sirens. The mythical Sirens lived on rocky islands in the middle of the sea where they sang such … Read more

Posted on July 1, 2011 by

Why Your Broker Doesn’t Put You First

Have your heard this old tale? During a flood, a kind-hearted frog lets a scorpion ride to safety on his back. But, just as they reach the middle of the … Read more

Posted on June 24, 2011 by

Herd Mentality – Are You Chewing the Cud?

So it appears that the Delphic oracles have emerged from the modern day temple of Apollo, that being Wall Street, to share their wisdom. What is their sage advice you … Read more

Posted on June 16, 2011 by