Practice Makes Perfect

We’ve all heard the saying, “Practice makes perfect”, before. It tends to be true whether you’re talking about public speaking, golf, playing the drums, or becoming a great cook. It’s been said that most successful individuals have failed more times than the novices have even tried. The recurring theme is to keep showing up and learning from […]

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Titles Matter Less Than Compensation Method

When it comes to financial advice, there’s a lot of ambiguity surrounding titles. The list is a mile long and includes names like: financial consultant, fee-based advisor, account executive, associate, financial advisor, investment adviser, financial planner, wealth manager, and on and on. A humongous mistake made by investors is assuming that all of these titles mean the […]

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Broker? Or Adviser?

In a recent article on the blog, I Heart Wall Street, the topic of broker versus adviser was brought up yet again.  This is a reoccurring topic within the industry, and it’s mostly due to the continued confusion surrounding it.  We feel this is a very important topic for investors to research. The primary difference between […]

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Important Questions to Ask an Advisor

So you’ve found an investment advisor you’re potentially interested in working with, sounds great. What are the important questions you need to ask him or her before getting started? As an advisor, I know a few questions that investors absolutely need to ask. Unfortunately, these aren’t always the questions that get asked. What Should I […]

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