What Would Your Ideal Financial Advisory Firm Look Like?
I've often asked myself, "If you could design a financial planning firm from the ground up, what would it look like?" Here's the answer.
Many high-income professionals are unsure if they need a financial advisor, and even if they know they need one, they may be so afraid of hiring the wrong one that they end up doing nothing. But most people will benefit from getting at least a little help from an outside expert.
I've often asked myself, "If you could design a financial planning firm from the ground up, what would it look like?" Here's the answer.
I'm actually mostly anti-AUM fees, but the pushback against them has gotten out of hand—and it's time for something to be said.
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price?
If you're not sure whether you are a delegator, a validator, or a DIYer when it comes to personal finance, here's a guide for you.
The journey to find a financial advisor doesn't stop when you determine whether they're a CFP. That's just when your due diligence begins.
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You can hire a financial advisor to help you with financial planning or asset management, but make sure you get good advice at a fair price.
Today, Dr. Jim Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating. His platform is huge, and...
Using a financial advisor can be a smart move, and 80% of docs would be better off if they had a good one. Here's how much it'll cost you.
If you want to fire your financial advisor and be a DIY investor—and yet you feel stuck—here are the steps to take to move on with your life.
Here's a pipe dream to consider: The White Coat Investor should offer a service that allows it to manage your money with AUM fees.
Answering reader questions about how to leave a bad financial advisor, where to put money in the short term, and the importance of spending instead of always just saving.
Answering reader questions on student loan repayments, muni bond funds, and helping a parent through retirement. We also discuss who does and who does not have a fiduciary duty to you.
Financial advisors cost a lot of money. Learning to be your own advisor may save you time, money, and hassle. Here are eight reasons why.
Knowing that even the best financial advisor is ultimately a salesperson, here's how you can utilize their expertise and get the best advice to reach your goals.
The Coffeehouse Investor philosophy is essentially simplifying your investment portfolio for better returns so you can focus on living. We discuss elder care financial planning, crypto, factor investing, advisors, mistakes, and lots more.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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