5 Financial Advisor Red Flags

A good money manager is always worth it. While it’s basically impossible for anyone to outperform the market 100% of the time, a competent and dedicated financial advisor should always be able to help you leverage your finances and achieve your goals. With that in mind, being able to identify a “bad” financial advisor before…

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This One Mistake Costs Investors $17 Billion Each Year

Studies conducted by the U.S. government estimate that a full 1% of annual investment returns are lost each year for one simple reason…and it’s an easy mistake to make. That’s 1% of all investments in the U.S. by the way, or about $17 Billion dollars. Every single year. That’s a pretty big number, and it’s…

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Is This Indicator Signalling Market Growth?

Are markets signaling more turbulence for investors ahead? Or…is the sun hiding behind October clouds? Yesterday, I was flying from our Boca Raton, Florida office to our Connecticut office. I was enjoying a nice smooth ride when, suddenly, the fasten seat-belt sign came on and that nice smooth ride suddenly felt more like the wings…

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Message to investors: Don’t fall victim to your own emotions

Stock market drops like what we experienced this week can be really scary, even for seasoned investors. Nobody likes to see the value of their portfolio go down. These kind of market sell-offs often cause panic, resulting in emotional selling in hopes of protecting against further loss… Yet, that’s usually not the right move. Instead,…

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7 Questions You Need to Ask Before Hiring an Advisor

As an individual investor, if you’ve reached the point where you feel ready to hire your first financial advisor, you’re going to want to prepare a list of questions in order to evaluate possible candidates. Each investor is different, and your specific needs are going to be unique to you. These questions will help you…

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RIAs Vs. Broker-Dealers

Today, we’ll be diving deeper into the world of Registered Investment Advisors and one of their counterparts, Broker-Dealers. As an investor, it’s important you have a good understanding of all of the options available to you in terms of advisors and money managers. This way, you’ll always know exactly what you’re getting, and you’ll feel…

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Understanding the Two Major Advisor Classifications

The classifications for financial advisors and the standards we hold them to has changed several times over the years. Currently, there are two broad categories of financial advisors you should be aware of, Fee-based and Fee-only. One of these advisors is legally required to put their clients’ best interest first. The other is only required…

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