Fiduciary Financial Advisors
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.
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.
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.
I have no problem with using a financial advisor as long as they charge a fair price for good advice. Otherwise, you should fire them.
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.
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By the time you know enough to choose a financial advisor properly, you may not need one at all.
As your portfolio increases in value, are you being charged higher fees by your financial advisor? Renegotiate to get the fairest price for their advice.
Today's guest is a physician turned financial advisor. Here are financial recommendations from his decades of experience and observations.
Today's guest has three criteria to help you cut through the marketing fluff and find the best financial advisor for reaching your goals.
There are many ways to get good financial advice at a fair price. The "advice only" model is another to consider. No assets under management. No Commissions. Learn about it here.
Some bloggers think an AUM model is just as bad as a commissioned model for financial advice. I'm not one of them, but you do need to ensure you are getting good advice at a fair price.
An interview with financial educator, Michael Kitces discussing the financial advising industry -- advisory fees, fiduciary duties, raising the bar, and more!
It's critical for an investor to examine five major categories of investment-related costs and reduce them wherever possible for maximum returns.
Fallen prey to the tricks of a financial salesman? Here's how to fix the mistakes these "advisors" have left you with and get your finances back on track.
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.
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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