Financial Poise

Search Results for: "financial advisor"

Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Planning Advisor (and 5 Dos)

magician's poster, representing what not to do in looking for financial planning advice and a financial planning advisor

Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch your money disappear.

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5 Questions to Ask a Financial Advisor Before Hiring

A financial advisor listens to clients in a conference room, symbolizing questions to ask a financial advisor

Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future. 

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Understanding Behavioral Finance and Your Financial Advisor’s Biases

man talks on telephone, symbolizing behavioral finance biases

Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?

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My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know

a financial advisor meets their client, representing fiduciary obligations

Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.

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