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Category: Advisors
Don’t Get Bernied!
There has always been a lot of discussion about whether or not it’s worth it to work with an advisor. If you have considered working ...
What Do It Yourselfers Get Wrong
A large percentage of people choose to do their own investing and financial planning. Like anything else, this isn’t necessarily a bad thing if it ...
Going it Alone
Today’s world is full of do-it-yourselfers, and rightfully so due to our access to information. Anything from house repairs to car repairs to investing can ...
Different Advisors and Their Compensation
Seeking financial advice can be a daunting task for federal employees. There are many types of advisors that provide advice and most of them will ...
My Pet Peeves in the Financial Industry
The financial advice industry has gotten plenty of bad press in the past and rightfully so. The industry is not isolated from criminals, deception and
Let’s Be Real About What Advisors Actually Do
I receive emails weekly asking what I do and how I get paid for writing these blog posts. Others contact me under the belief that ...
A Good Advisor Will Tell You “No”
The customer is always right has to be one of the most dangerous catch phrases in business. Nobody wants to argue, but an advisor that ...
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