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.
"Coffee Is for Closers!" How closely does this (profanity warning) classic line from Glengarry Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial profes...
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.
Attorney Matthew Kaiser discusses when and how to sue your broker.
Financial conflicts of interest are omnipresent, especially when it comes to financial advice. There are a number of finance-related tasks that need to be done to manage your finances, and there are...
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.
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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.
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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