Who's Watching Your Money?

Who's Watching Your Money?/

Why Robo Investing Is Not Competency of Investment Advice

By |March 24th, 2015|

Well the financial e-zines did it again. The Daily Wire featured SigFig saying its algorithms: “Will spotlight advisor “mistakes,” including the use of funds costing […]

Top 10 Types of Investment Scams (Infographic)

By |March 23rd, 2015|

It is important that you are aware of the 10 most frequent investment scams that are perpetrated on the public by licensed and unlicensed individuals. […]

What Seniors Need to Know about Financial Advisors and Ethical Standards

By |March 18th, 2015|

Very few investors know there are two ethical standards for financial advisors. One is a fiduciary standard that requires advisors to always do what is […]

Look Before You Leap into Schwab’s New Robo Investment Service

By |March 16th, 2015|

Schwab advertises its new automated investment service as: “No advisory fees, no account service fees, no commissions, period.”

Schwab’s disclosure, which appears on the home page […]

What Dad Never Told You About Financial Advisors

By |March 11th, 2015|

You have a financial advisor who influences or controls your planning and investment decisions. Your financial future depends on the quality of the advice and […]

Weighing In – Standing Up to Financial Bullies

By |March 9th, 2015|

You may believe Wall Street is a financial powerhouse. It employs thousands of smart people who know how to make money for investors. See Michael […]