A fiduciary advisor and a client shaking hands

What is a Fiduciary?

Knowing the difference between a fiduciary and nonfiduciary advisor means the difference between someone who puts your interests first and someone who doesn't.

Fee-Only or Fee-Based Financial Advisor? Know the Difference

The worst feeling in the world is not knowing if you’ve gotten what you’ve paid for or not. You go through the sales process, make a decision to purchase a service and hope you’ve made the right choice. It’s nerve-racking to think you’ve just entrusted another human being to make the best decision for you, […]

Person asking questions to financial advisor

Deciding What Questions to Ask A Financial Advisor on Your First Visit

Did you know that most financial advisors aren't fiduciaries? Know the questions to ask a financial advisor to protect you and your future.

A person counting money

How Financial Advisors Get Paid Can Impact Your Portfolio

Knowing how your financial advisor is compensated can make the difference between you getting trustworthy (or untrustworthy) advice. Here's what to know.

A person looking at a computer, discussing difference between financial advisor vs planner

Financial Advisor vs Planner vs Coach vs Everything Else: What’s the Difference?

Understanding the difference between all these designations can be confusing. So what is a financial advisor versus planner? We spell it out.