You probably think you know where all of your money is. Most people do. But there are $35 billion of unclaimed property being held by state treasuries at the moment (1), nearly $8 billion of which is in California (2). Could some of it be yours?
About Todd Frank
Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Services. Todd has been active in the financial services industry since 1993. He received his BS Degree from The University of California at Berkeley in 1987, and his MBA in 1992 from Duke’s Fuqua School of Business. He earned his CPA credential with Arthur Andersen & Co. as an auditor and consultant. Todd is a member of the AICPA and the California Society of CPAs.
Entries by Todd Frank
Learn about an important and often over-looked aspect of successful retirement planning, that of deciding when to start taking social security benefits.
A Fee-only Financial Advisor is compensated differently than a traditional stock broker, or some financial advisors who don’t use a “fee-only” method of billing.
Learn about the risks some face when they forego a relationship with a qualified financial advisor.
The role of a financial advisor is to sort through the world’s financial news, geopolitical news and market activity and to distill it down to what’s most relevant to you. Because the advisor is familiar with your personal and professional goals and financial situation, he is able to provide customized and actionable advice to have a positive impact on your life.
In today’s video we discuss some of the common investment mistakes made by novice investors and how having a financial advisor would have helped to mitigate these mistakes.
In today’s video we discuss the benefits of having a financial advisor, namely, the peace of mind that comes from having gone from a state of confusion and uncertainty to one of clarity and organization.
An investment advisor works daily to study the news and intricacies of the global economy and markets and, as such, is well-suited to manage the investment portfolios of others.
Most people are aware that a financial advisor provides the two services of financial planning and investment portfolio management (investment advisory). However, included in the advisory relationship are a number of additional services important to the financial health of the individual and family.
One of these two has a fiduciary duty to serve your interests above all else. The other does not. This is not the only important difference between them. Learn the rest in our comprehensive article.