Regardless of your reason for seeking financial advice, there is almost certainly a financial advisor who can help. Need assistance with retirement planning or investments, or just want to make sure you’re on track financially?… Read More
Fee-Only Financial Advisor: Why it Matters
If you are a long-time Clark Howard listener or you’re familiar with NAPFA, you likely understand the advantages of working with a fee-only financial advisor. However, if you’re early in your search for an advisor… Read More
How to Find a Financial Advisor
If you are wondering how to find a financial advisor, you’re not alone as the process can be challenging. The industry has long lacked consistent standards, and anyone can call themself a financial advisor. To… Read More
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need
Many years ago, my wife, 6 year old cat and I made the move from Chicago to St Simons. It was a long journey – over 1,000 miles of driving – and we were exhausted… Read More
Regulation BI – Fiduciary Advisor Lite or Worse?
For years, investor advocates have pushed for a uniform fiduciary standard and many investors are aware of the importance of working with a fiduciary advisor. But a uniform fiduciary standard was fiercely opposed by Wall Street. Regulation BI is Wall Street’s answer, but will it help investors?
What Really Impacts Financial Success – A Reading List
Recognizing flaws in your thinking, making the best decisions and forming good habits are all important in achieving financial success. Here are some great books to help you accomplish those goals.
Attribution Analysis – Assessing Investment Decisions
If you want to improve your investment decisions, you need to quantify the impact of those decisions. That’s where attribution analysis comes in.
How are your Investments Doing – Benchmarking Portfolio Performance
Recently a client asked how his portfolio was doing, and my answer was that he was doing well because the portfolio return over the last decade was above the return target he had established in… Read More
Investment Management: Questions to Ask About Your Portfolio
I attended a conference on communications a few weeks ago run by Dimensional Fund Advisors. Dimensional, or DFA as they are known, has an interesting story. They were founded by academics, including a few Nobel… Read More
Buying Credibility: Why Fluff Awards Can Hurt Your Search for an Advisor
I’ve never trusted whatever version of Who’s Who has contacted me over the years. The various pitches were always full of flattery — not only were they willing to honor me, but they were even… Read More