Financial Advisors

It should be no surprise that I am a big fan of financial advisors. After all, it has been my business for the past 35 years. In my experience, people who get

Q: I am looking for a new financial advisor. In my search I have come across several different credentials. To me, all the initials after their names are just

In my desk I keep a file folder provocatively titled “The Dark Side.” In this file I keep news clippings of some of the more notorious investment frauds that

A couple of years ago, Vanguard published a study trying to answer a very important question: how much is a financial advisor really worth? It was the second of

Q: I’ve been working with the same financial advisor for the past several years. My performance wasn’t very good last year and this year isn’t looking any

Question: My husband recently passed away and I suddenly find myself dealing with all the financial matters he used to handle. These are things he kept to

In last week’s column I wrote about the SEC’s new regulation for investment advisors and broker-dealers called Regulation Best Interest, or Reg BI for short.