When it comes to choosing a wealth manager, there are a lot of factors to consider. But making the wrong decision can cost you dearly—in terms of both time and money. To help you avoid making a mistake, we’ve compiled a list of the top 5 mistakes people make when choosing a wealth manager in […]
fee-only financial advisor
What Does It Means To Be A Fee-Only Advisor & Why Is It Better?
What Does It Means To Be A Fee-Only Advisor & Why Is It Better?
Key Points Introduction Financial planning is a process that helps you manage your money so that you can achieve your financial goals. There are different types of financial planning, but fee-only financial planning is a type of planning that is becoming increasingly popular. So, what is fee-only financial planning? And how is it different from […]
A Story About The Damage a Commissioned Advisor Can Do
A Story About The Damage a Commissioned Advisor Can Do
A Story About The Damage a Commissioned Advisor Can Do In this story, I’ll be talking about the damage a commissioned advisor can do. This is something that I’ve experienced firsthand through helping my clients and it really opened my eyes to how many advisors within the industry work. A client of mine was working […]
The Top 10 Questions to Ask a Financial Advisor When Interviewing Them
The Top 10 Questions to Ask a Financial Advisor When Interviewing Them
Introduction You’re interviewing potential financial advisors in Denver and you want to make sure you ask the right questions. After all, this person will be responsible for helping you manage your money and achieve your financial goals. The question is, what questions should you ask a financial advisor you’re interviewing? Here are the top 10 […]
3 Reasons Why Edward Jones Is The Worst Company In The Financial Sector
3 Reasons Why Edward Jones Is The Worst Company In The Financial Sector
Investors have long trusted Edward Jones to manage their money. But behind the scenes, the company is rife with mismanagement, poor customer service, insanely high fees, and a toxic sales-first/clients-second environment. In this article, you’ll learn why Edward Jones is among the worst companies in the financial sector and why you should avoid doing business […]