How to Get Real Financial Advice If You Need It
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 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.
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.
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.