Written Articles

I have been in the financial advising business for 23 years. Along the way, I’ve worked with and in competition against various advisors of all forms from banks, brokerages, wholesalers, wirehouses and independents.

In my experience, I’ve found all of the above roles consist of both great and terrible advisors and everything in between. But just like the guy who finishes in last place at medical school and is still called a doctor, they are all typically grouped as advisors. Many have fancy titles with letters behind their names that mean nothing to the typical consumer. So as a consumer, how do you find the best fit, and what should you look for?

Read the rest of my Forbes Councils article

 

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of expertise, and having references doesn’t guarantee they’ll be the best match for you.

To help you in your decision-making process, here are some questions to consider when interviewing and comparing different advisors.

Americans are getting married later than ever, according to the U.S. Census Bureau. While a variety of factors influence this trend, an important one is the widespread belief that education, a job, and some financial stability should precede wedding bells. Likewise, as people marry later, they are increasingly bringing children into the new relationship.