Although working with a financial advisor who invests in mutual funds may seem like a great way to “set it and forget it,” most investors fail to realize the truth about what these investments are costing them in fees that typically fly under the radar. The reality is...
Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before enlisting the help of a financial advisor. In this article, we’ll cover which documents that you should ask for, how to...
Merriam Webster defines the word “verify” to mean “to establish the truth, accuracy, and reality of” a claim or situation. When it comes to choosing someone to make decisions with your money, nothing serves as better verification of ability than the truth about a...
