Do You Know Where All Your Money Is?

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?

7 Common Investor Mistakes and How to Avoid Them

Avoiding common investor mistakes is as important, if not more so, than making good investment decisions. Learn some of the most common mistakes that could be jeopardizing your retirement.

What is a Fee Only Financial Advisor?

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.

The Risk of Not Having a Financial Advisor

Learn about the risks some face when they forego a relationship with a qualified financial advisor.

The Role of a 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.

The Benefits of Having a Financial Advisor

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.

Services Provided by a Financial Advisor

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.

An RIA Versus A Stock Broker

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.

Mistakes Made Without a Financial Advisor

The two biggest mistakes a person makes when they aren’t receiving advice from a financial advisor are related to the timing and choice of an action.

Is Your Financial Advisor a PFS or CFP?

Few people are aware that there is more than one professional designation for financial planners. The most common designation is that of a “CFP”, or certified financial planner. However, there is another less common designation, the “PFS” (also “CPA/PFS”), or Personal Financial Specialist. This designation is less common for a reason.