10 Things Form ADV2 Reveals and How it Can Save You Millions
This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.
This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.
If you're making money, you need a financial plan in place. Know when to hire a financial planner or to do it yourself. Also talking foreign retirement, benefits & job hunting, Repaye vs Paye for PSLF and lots more!
When you know a financial advisor is giving you crummy advice, how do you break up with them? Also talking about running a dental practice,REITs, and more!
Do the math to ensure you are getting the best financial advice at a fair price.
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.
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