Post on how to hire a financial advisor, how to evaluate a wealth manager, evaluating financial advisors, financial advisor fees
It can be confusing to know the difference between the services provided by various financial experts. In general, the services provided by those referred to as financial advisors are for investing client’s money. Financial coach services can be much more diverse, however. As a financial coach myself, in this post I’ll share: Services that financial …
The terms for investment coach, financial coach, and financial advisor can be confusing. What is an investment coach exactly? An investment coach is someone who helps others invest. On the other hand, general financial coaches can help with a variety of financial topics, including debt management, while the term financial advisor usually refers to someone …
When feeling uncertain or overwhelmed about managing your investments, you may consider hiring a financial advisor. In this post I’ll share what I learned about the pros and cons of using a financial advisor after having hired and worked with multiple financial advisors over the years. The pros of using a financial advisor are …
Pros and Cons of Using a Financial Advisor (with Cost Charts vs DIY) Read More »
It can be impossible to know who to listen to amongst the many past and present investment experts, most with varying opinions. Investment performance, however, reveals the truth, as you’ll see in this post. Almost anyone following the stock market news has heard of Cathie Wood. She’s become one of the more prominent …
There are simple ways to make money when stocks drop using more traditional investing methods and there are also more advanced strategies to make money when stocks drop. In this post, I will cover simple to slightly advanced strategies that both investors and many wealth managers use to make money in down markets for their …
If you’re thinking of hiring a financial advisor, you may be wondering what unexpected problems you might face after you start working with him. Research shows some of the more common unforeseen problems after hiring a financial advisor come from higher than anticipated fees, poor customer service, lack of personalized service, poor investment track …
How to Avoid Problems When Hiring a Financial Advisor Read More »
You may be at a point where you’re wondering if you should manage your own money or hire a financial advisor. After using several financial advisors, and also managing my own money over the years, I learned that there are some good reasons to invest yourself. This includes lower costs, alternative investing, overall returns and …
Should You Manage Your Own Money (With Time and Cost Comparisons) Read More »
Are you wondering what investment strategies you can use to lower your risk while increasing your returns? In this post, I’ll share five investment strategies that one of the top financial advisors uses to build wealth safely for his clients while also generating income. Many years ago, my dad taught me to investigate where and …
Investment Strategies A High Net Worth Advisor Uses To Lower Risk Read More »
