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financial planner

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    Should I Open an Investment Account at My Bank?

Should I Open an Investment Account at My Bank?

By Guest| 2017-06-27T16:18:33-05:00 April 20th, 2015|

In certain situations, it’s clear who to call when there’s a problem you can’t solve. When a pipe breaks in your home, you call a plumber. When your car breaks down, you call a mechanic. When your pet is sick, you call the veterinarian. But what if you’re trying to determine how to invest your [...]

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    Investing in a College Education? 5 Tips for Maximizing Your ROI

Investing in a College Education? 5 Tips for Maximizing Your ROI

By Ilyce Glink| 2018-02-23T10:31:05-06:00 September 30th, 2014|

Whether you're finishing your bachelor’s degree, getting your master’s degree or a professional certificate, or going to college for the first time, furthering your education is an expensive investment. But, like any other investment, you can earn a lot more than you initially spent, if you do it right. According to 2012 data from the [...]

  • how do I find a good financial planner
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    Choosing a Financial Planner: Four Questions to Ask

Choosing a Financial Planner: Four Questions to Ask

By Guest| 2017-09-06T11:40:14-05:00 January 6th, 2014|

When looking for the best ways to save and invest money, a financial planner is a valuable asset. A good financial planner can guide you whether you’re purchasing real estate, planning for retirement, paying for college or pursuing any other financial ventures. It’s critical that you select a reputable financial planner who has the skills [...]

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    Red Flags: Signs You May Have a Dud of a Financial Planner

Red Flags: Signs You May Have a Dud of a Financial Planner

By Guest| 2018-04-30T11:23:21-05:00 March 19th, 2013|

Taking financial advice from someone takes a lot of trust—trust you shouldn’t give someone just because he or she has a business degree. There are plenty of financial planners that don’t make the grade. These red flags will help you decide whether you can trust your planner or whether it’s time to move on to someone else [...]

  • new years resolutions for investors
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    New Year’s Resolutions for Investors

New Year’s Resolutions for Investors

By Guest| 2017-05-25T14:24:44-05:00 January 4th, 2011|

This is the time of year for New Year’s resolutions. When it comes to investing, I have some suggestions you might want to consider. Here they are: 1. Fire your broker. I can’t think of any reason to use the typical broker. What do I mean by “typical”? Typical brokers send you analyst reports with [...]

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