Who's Watching Your Money?

Who's Watching Your Money?/

Financial Advisors 5 Damaging Secrets

By |February 2nd, 2015|

What you don’t know about your financial advisor can destroy your dreams of a comfortable, secure retirement.  Secrets are the information that Wall Street does […]

The Great American Financial Plan Scam

By |January 8th, 2015|

Articles and advertisements often tout the merits of financial plans. From the viewpoints of a financial advisor, they are an easy $500 or more. From […]

Why Investors Aren’t Getting What They Pay For (Infographic)

By |December 16th, 2014|

In his popular book, What Investors Really Want, Professor Meir Statman explains that investors want to play the investment game, and they want to win. […]

Does Your Financial Advisor Owe You Money? – Breaches of Care

By |December 12th, 2014|

In my previous post, I discussed the applicable standard of care that financial advisors owe their clients. In this post, we will discuss some of […]

Did Your Financial Advisor Use Fake Credentials? (Infographic)

By |December 11th, 2014|

You have heard of diploma mills. They sell BAs, MBAs, and PhDs to individuals who want to look more educated than they really are.

Did you […]

Does Your Financial Advisor Owe You Money? – Standards of Care

By |December 4th, 2014|

Determining whether your financial advisor owes you money is a two step process. The first step is to determine what standard of care your advisor […]