I would like to thank Dave Fernandez, CFP® for providing this excellent article on the difference between Fee-Only and Fee-Based. What is the Difference Between “Fee-Only” and “Fee-Based?” Do you know how your financial advisor is compensated? Two common forms of financial advisor compensation are called ”fee-only” and “fee-based.” They sound very similar, but they […]
Investor Protection – The Department of Labor – Advisors Should Act in Your Best Interest – I Agree!
Investor Protection – The Department of Labor – Advisors Should Act in Your Best Interest – I Agree! The department of Labor has an article where they are blunt about investment advice that involves a conflict of interest. As you know, I am a fee-only advisor precisely because of the Department of Labors Concerns and: […]
Investor Protection – Beware of “Senior / Retirement Designations / Specialist”
Investor Protection – Beware of “Senior / Retirement Designations / Specialist” In this article covering investor protection we look at “titles” for advisors. One trend that investors should be cautious of is the creation of designations or titles in the finance world that imply expertise in financial planning for seniors and retirees. These “Retirement Designations” […]