by Niall J. Gannon, Author of Tailored Wealth ManagementNiall J. Gannon, Tailored Wealth Management: Exploring the Cause and Effect of Financial Success, published 2019 by Palgrave Macmillan and reproduced with permission of SNCSCThere are several categories into which financial advisors fall. We shall address the pros and cons of each:The In-Sourced or Outsourced … [Read more...]
financial advisors
What You Should Look for in a Financial Advisor
Let’s say you’re a UK expat working in Asia seeking some financial advice, and at a dinner you’re introduced to Mr. X – whose business card reads ‘Financial Advisor’. How should you judge Mr. X? What should you be looking for in a Financial Advisor?First, let’s look at what you’d expect from a financial advisor, based anywhere in the world:Experience: finance is … [Read more...]
Why You Should Date Your Financial Advisor
In my last post, “Demystifying Financial Advisors”, I talked about why it is a good idea to get a financial advisor, what types of advisors are available to you, and how much they cost. In the next video in the series, I discuss how you can find the right financial advisor for you and your current financial state. I believe the best way to do this is to date your financial … [Read more...]
Are Personal Capital’s Financial Advisors for the Small-Time Investor?
With its many powerful and user-friendly tools, Personal Capital makes it easy to manage all of your financial accounts in one place. And many of them are free. You can track your income, your expenses, your savings, and you can even manage your investments (such as mutual funds and IRAs).Personal Capital also offers financial planning services to its customers, but it’s … [Read more...]
Is Your Financial Advisor Giving You Bad Advice?
Bad financial advice can cause you to defer your retirement date, reduce your standard of living during your retirement years, and run out of money late in life. It is common sense that bad advice should be avoided at all costs.However, you have to be able to identify bad advice to avoid it. This is easier said than done. You will need data and hindsight. For example, you … [Read more...]
