Be careful when you hear an argument based on the value over doing nothing, because doing nothing is almost never the true alternative.
An interview with financial advisor Allan Roth on how he works under the hourly Advice-Only model.
Explore the relationship between value and price.
Beyond fee-only, advice-only is the best model of obtaining financial advice.
Good advice comes from near and far. You will find a better financial advisor if you don’t limit yourself to advisors in your local area.
Conclusion on whether the Vanguard Financial Plan is worth the time and cost and who should consider using it.
Detailed review of the consultation with a CFP professional from Vanguard, as a part of the Vanguard Financial Plan service. See how Vanguard CFP answered each question.
The average investor will benefit from using a financial advisor, not just any financial advisor but a good one at a low cost. Learn how to find a good low-cost advisor at different asset levels.
CDs are a better deal than bond funds nowadays but investors often don’t realize it. You would think financial advisors would be all over it when they are living and breathing in the investment world day in and day out. However, besides Allan Roth and Larry Swedroe, I haven’t seen many financial advisors recommend CDs […]
The advice from knowledge and experience is the most valuable part. You can handle the administrative tasks easily yourself.
If you want the luxury of not understanding anything about investment, a financial advisor will do it all for you. It’s just that it will often cost you a lot of money. You should still have an advisor, but a low-cost one.
Although the public comments on the financial planner who found the best way to lose his home are mostly negative, it’s the opposite in the financial advisors circle. Michael Kitces asked his financial advisors audience Which Is More Important In Your Trust Equation: Credibility, Or Authenticity? He alluded to the worry that by admitting mistakes […]