Why I Won’t Be Your Financial Advisor
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
[Editor's Note: This is a guest post from Mark Zoril, AIF®, a reformed financial salesman who saw the light and now runs his own company designing flat-fee small business retirement plans. Although th...
Concerned about the effect of fees on your portfolio growth but also not willing to be a 100% Do-It-Yourselfer when it comes to investment management? A robo-advisor may be just what the doctor ordered. In this post, I review the various Roboadvisors on the market, along with their strengths and weaknesses so you can make a decision about whether this option is right for you.
The next time you hear an advisor's sales pitch, ask yourself if you're hiring a trained professional like a doctor, or someone like a very expensive house cleaner.
There was a recent discussion in the blogosphere and on internet forums about whether docs are better served by an adviser who specializes in physicians. I summarize the discussion below. Rick Ferri,...
Frequently, I see news articles that talk about the upcoming doctor shortage. With all the baby boomers retiring, apparently many more primary care and other types of doctors are going to be needed. ...
Are financial advisors worth the cost? Typical advisory fees can literally cost you millions of dollars over a lifetime. Turn the tables and learn to DIY.
Ensure you get the best advice at the fairest price by asking these questions to any financial advisor you're considering hiring.
By the time you know enough to choose a good financial adviser, you probably know enough to do all of this yourself. This post contains the financial advisor's unfiltered thoughts on their doctor clients, in their own words.