8 Questions to Ask Your Advisor

8 Questions to Ask Your Advisor

8 Questions to Ask Your Advisor Before you can entrust your financial future with your financial advisor, there are a series of questions you should be asking them. It is important to understand if they have your best interest in mind, how they are begin compensated,...
What is a Fiduciary?

What is a Fiduciary?

What is a Fiduciary? Fi – du – ci – ar – y Wikipedia defines fiduciary as, “A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another...
Understanding Common Advisor Designations

Understanding Common Advisor Designations

Understanding Common Advisor Designations What does it all mean? Have you ever looked at someone’s business card or credentials and there appears to be a bowl of alphabet soup spilled behind their name? These credentials must be important, but what do they all stand...
How Your Advisor Gets Paid

How Your Advisor Gets Paid

How Your Advisor Gets Paid When working with a professional to help you with your money and investments, you need to understand their motivation. Understanding your advisor’s incentives helps you to know why they are helping you and if what they are saying or doing is...