who needs a financial advisor

Quiz: Who Needs A Financial Advisor?

Investing on your own is easy, unless of course it’s incredibly hard. Some of us seem to have the “money gene” and some of us don’t. Which is not to say … Read more

Posted on September 26, 2014 by
investment idea

A Simple Test For Any New Investment Idea

Whenever you meet new people, instead of asking the typical “What do you do” question, turn it around. Ask instead, “What do you tell your parents that you do?” This always … Read more

Posted on September 15, 2014 by
which financial advisor

Which Financial Advisor Is Right For You?

Investing for retirement is an understandably difficult topic for many people. There’s a lot of arcane detail involved, and for some just thinking about money induces snores. Yet you know it’s … Read more

Posted on September 8, 2014 by
investing cost

How Investing Cost Eats Half Of Your Gains

We all love a bargain, but a funny thing happens when we go to buy. Fear kicks in. What if the product or service we are considering falls short of … Read more

Posted on August 8, 2014 by
hidden fees

Hidden Fees That Eat Your Retirement Alive

You hear a lot about the unfortunately high cost of 401(k) plans, and they are a walking disaster. But even ordinary savers and investors can fall victim to hidden fees in their retirement plans. … Read more

Posted on May 28, 2014 by
hiring an advisor

Hiring An Advisor: 4 Due Diligence Steps

The money world is full of people giving advice, most of it worth exactly what you pay for it: zero. The Internet, cable TV and money magazines are jammed with … Read more

Posted on April 23, 2014 by
investment companies

Picking Among Investment Companies: A Primer

If you save money for retirement primarily through a workplace 401k, your choice of investment companies is likely limited. However, if you put money into a separate Roth IRA account … Read more

Posted on November 4, 2013 by
broker complaints

Broker Complaints…You’d Never Know It

You’d think it would be easy to find broker complaints when an advisor or broker has left a string of unhappy customers behind. Not so much, it turns out. A … Read more

Posted on October 21, 2013 by
investment companies

Choosing Among Investment Companies

Most retirement investors don’t have to choose among investment companies. They join a 401k plan at work and the advisor for that plan is set. Often, they can’t even choose the investments, … Read more

Posted on September 2, 2013 by
investment advisor

How To Hire An Investment Advisor

If you manage to save up enough money to worry about it — and I hope you have this problem — you eventually wonder if you need to hire an investment … Read more

Posted on August 30, 2013 by