How to pick an Investment Advisor – Series 2: Top Questions to Ask a Financial Advisor

Being aware of the different types of financial advisors is important, but what questions should you be asking advisors?  Our top recommendations to ask an advisor are summarized here: Are you a fiduciary? The title, “fiduciary” indicates your advisor has the obligation to provide suitable investment advice and act in the best interests of their clients.  A […]

How to pick an Investment Advisor – Series 1: Types of Investment Advisors

Does managing your investment portfolio make you nervous? If so, you’re not alone. For many, finding a professional that fits your needs seems like a daunting task. How do you decide who is right for you? As you’re searching for firms or individuals to manage your portfolio, you’ll probably come across the term ‘Financial Advisor’. […]