financial advisors

Financial Advisers: Why It’s a Myth They’re Just for the Rich
  • Financial Advisers: Why It’s a Myth They’re Just for the Rich

Financial Advisers: Why It’s a Myth They’re Just for the Rich

By |March 11th, 2017|

When you think of the term “financial adviser,” do you picture a rich millionaire sitting across the desk from a high-priced money manager in a posh high-rise office? A lot of people do. And, in fact, the wealthy do use financial advisers to manage their money. But financial advisers are by no means “just […]

What You Should Look for in a Financial Advisor
  • What You Should Look for in a Financial Advisor

What You Should Look for in a Financial Advisor

By |December 1st, 2016|

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 […]

Selecting a Financial Advisor Made Easy
  • Selecting a Financial Advisor Made Easy

Selecting a Financial Advisor Made Easy

By |August 26th, 2016|

The following post was originally published on Wealthminder

We all understand getting our financial house in order is important, but making that a reality isn’t easy.  There are lots of options out there to get professional assistance, but selecting a financial advisor can feel like a daunting task.  It doesn’t have to be.
Debunking common myths about […]

5 Ways to Spot a Terrible Financial Advisor
  • 5 Ways to Spot a Terrible Financial Advisor

5 Ways to Spot a Terrible Financial Advisor

By |August 3rd, 2016|

The following post was originally published on Wealthminder

I caught up recently with friend. Let’s call him Jake.
Jake is one of those gregarious personalities that fills a room. Everybody who meets Jake immediately likes him, myself included. And, boy, can he talk – out of trouble, into jobs, you name it.
Jake was a B student at […]

Who Is Your Financial Advisor Really Serving?
  • Who Is Your Financial Advisor Really Serving?

Who Is Your Financial Advisor Really Serving?

By |July 27th, 2016|

The following post was originally published on Wealthminder

Meet Hank, Your Local Butcher
It’s five o’clock and your stomach is growling. On your way home from the office, you swing by your local butcher shop to pick up some fresh steak for dinner. Hank, the butcher, sells you skirt steak and you leave happy, knowing that a […]

Tips to Help Leading Financial Advisors Prepare the Best IRA Plans in 2016
  • Tips to Help Leading Financial Advisors Prepare the Best IRA Plans in 2016

Tips to Help Leading Financial Advisors Prepare the Best IRA Plans in 2016

By |July 12th, 2016|

The field of individual retirement planning is not without its complications and even leading financial advisors have their share of worries when it comes to IRAs (Individual Retirement Accounts). The financial market can be highly volatile and, for this reason, you need to remain at top of your game every step of the way.
All […]

Why You Should Date Your Financial Advisor
  • Why You Should Date Your Financial Advisor

Why You Should Date Your Financial Advisor

By |January 30th, 2016|

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 […]

Demystifying Financial Advisors
  • Demystifying Financial Advisors

Demystifying Financial Advisors

By |January 22nd, 2016|

When I was working at JPMorgan Asset Management several years ago, I once ran into LL Cool J in the elevator. He was at the bank because he was one of our clients. Running into a celebrity at my job had me on cloud 9 for about a month (and what female wouldn’t be […]

Are Personal Capital’s Financial Advisors for the Small-Time Investor?
  • Are Personal Capital’s Financial Advisors for the Small-Time Investor?

Are Personal Capital’s Financial Advisors for the Small-Time Investor?

By |December 8th, 2015|

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 […]

Is Your Financial Advisor Giving You Bad Advice?
  • Is Your Financial Advisor Giving You Bad Advice?

Is Your Financial Advisor Giving You Bad Advice?

By |March 4th, 2015|

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 […]