Financial Advisors

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Financial advisors come in many forms but they are there to possibly help you and your family make correct and responsible financial decision.  Some specialize in estate planning, some specialize in cash flow management and a lot of them handle protection and investment planning.  They have varying degrees of education and experience and as such responsibility should be taken when selecting one.

I Can’t Believe I have Been Blogging for 4 Years

On August 5th of 2008 I put up my first post.  I had no idea if anyone would read about my journey, nevertheless care about what was going on in my life, but I wanted to share my thoughts with whoever wanted to read them.  Since putting that first post up I have seen somewhere between 570,000 and 630,000 pageviews (analytics vs sitemeter) and while that is probably a day’s worth of views for a news site I am pretty happy with it, especially since most of the first year or so I was getting under 15 page views a day. I [...]

Why Does Everyone Hate on Financial Planners? Defending Financial Advisors

Almost every personal finance blog out there (even the best of the best on my blogroll) hates on financial planners, financial advisors, investment advisors, etc., but I don’t understand all the expressed hatred.  A financial advisor could be very useful for those that need help, despite all the negative information out there. Before even starting, I will concede that there are bad apples out there that don’t care nor understand the basic tenants of financial planning.  However, that being said, I spent an entire semester in law school taking ethics and learning about lawyers that didn’t act appropriately (and the New York Law Journal [...]

By | 2013-09-26T15:01:35+00:00 February 22nd, 2010|Financial Advisors|31 Comments

How Financial Planners SHOULD Act

Due to my position at work, I get a ton of trade magazines on a daily basis.  It just so happens that "trade" in this case means law, money, financial planning magazines so that is pretty okay with me!  In my daily flipping to find out if anything life breaking has occurred I came across a great article written by Roy Diliberto titled, "Basic Truths: Financial Life Planning" in the February edition of Financial Advisor Magazine. Mr. Diliberto provides, what he believes should be self-evident truths for being in the business of what he refers to as Financial Life Planning.  The below tenants are phenomenal goals, but just [...]

By | 2013-09-26T15:01:35+00:00 February 17th, 2010|Financial Advisors|5 Comments

How to Choose a Financial Planner – 7 Tips by Wall Street Journal

Wall Street Journal Writer, Shelly Banjo offers, “Seven Questions to Ask When Picking a Financial Adviser.”  I am a huge fan of the article because Ms. Banjo is nonjudgmental of the financial advisor role but rather offers 7 sound questions to ask someone vetting for your trust. Let me say this first, and I have mentioned this in the past, I think most people would benefit from a discussion or two with a financial advisor.  The financial advisor role is a hard one to nail down; not all financial planners are created equally, and that is not a bad thing Are you [...]

By | 2013-09-26T15:01:56+00:00 April 13th, 2009|Financial Advisors|0 Comments

When to Fire your Financial Advisor / Adviser

When to Fire your Financial Advisor / Adviser Believe it or not, despite the recent volatility and drop very few planners at my office have been fired by clients!  I will go into the reason a little later (or at least my humble theory).  While revewing the Personal Finance section at WSJ Online - I came across a great article written by Brett Arends titled, "How to Know When to Fire Your Financial Adviser."  I generally like Mr. Arends' writing - he provides common sense personal finance information...which is probably why he writes for the wall street journal!  I just did a quick search on my site and found [...]

By | 2013-09-26T15:01:56+00:00 March 16th, 2009|Financial Advisors|2 Comments