Think your advisor has your best interest in mind? Brokerages, insurance companies, and banks are often looking out for themselves first and the client last. Here are 5 reasons to choose a fee-only advisor over the "other guys".
Interview with Sarah Catherine Gutierrez founder of Aptus Financial. We discuss mistakes doc's make with their financial plan (even the DIY guys), differences in how advisors get paid and conflicts of interest with each, the future of financial advising, and lots more!
SoFi offers an interesting combination of roboadvisor style asset management and by-phone CFP advice. But the really interesting thing is they are doing it for free.
Is the advice you are getting from most financial advisors worth it? Probably not. Here are 6 recommendations for making "real" improvements to your financial situation.
In today's podcast, I explain how and why to get a second opinion on your financial plan, keeping equity and speculative deals in taxable accounts, and answers to lots of reader questions.
Fire Your Financial Advisor is the comprehensive but high-yield course you were not given in medical school. Go from being financially illiterate to living the good life where financial worries are eliminated and you can focus on what matters most.
While being overconfident is obviously a bad thing, being underconfident can be an expensive mistake too. Get a grip on yourself and realize that you know a lot more than you think.
A second opinion is perhaps the most underutilized financial planning technique among high-income professionals. There is little downside and all kinds of upsides.
A doctor tried out Personal Capital, comparing it to his index fund portfolio at Vanguard. Here is what he found.
Dave Denniston guest posts about financial advisors, how they can both shorten and lengthen your retirement.
Physician on Fire lists the top 5 ways to manage your money. Okay, maybe the top 2 1/2.
There are few winners in any lawsuit. But that doesn't mean the rest of us can't learn something from them.
Betterment raised fees this year for large accounts. Now Wealthfront's "Direct Indexing" feature gives it the edge in the roboadvisor space.
When choosing a financial advisor, you need to review the Form ADV. In this post, Johanna Turner explains where to find it how and how to read it.
Financial advice is expensive stuff. But if you're not going to learn enough to do this well on your own, you'll be better off paying someone to give you good advice at a fair price.
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