Shopping for a financial advisor is not like looking for a roofer. The testimony of others is useful in pursuit of someone to patch the roof. But the advisor search is a more complex undertaking. To Manisha Thakor, the CEO and founder of MoneyZen Wealth Management in Santa Fe, N.M, one thing to look for is what a prospective advisor asks you. Her advice:
(3 months and 3 days ago)
Libby Kane has an interesting article entitled "Five Signs You Picked The Wrong Financial Advisor" which fits well with our "Ten Questions to Ask a Financial Advisor." Here are her five warning signs: 1. She Isn't Certified. In other words, you should value comprehensive wealth management.
(13 days ago)
WATERVILLE, Maine — LPL Financial announced that Brian Bernatchez, CFP® an independent financial adviser at Golden Pond Wealth Management, was recognized as a top financial advisor and named to the LPL Financial Chairman’s Council. This distinction is based on a ranking of all registered advisers supported by LPL Financial LLC, the ...
(3 months and 10 days ago)
Are the 70 percent of the developing world's adult population with no formal bank account doomed to a life of economic uncertainty and financial illiteracy? If a woman's culture dictates that she shou
(11 days ago)
Whitpain Township is a "financially healthy" municipality, officials say - and now they've got the hardware to back up that claim. Board Chairman Joseph Palmer updated the public on both the township's recent audit and a financial excellence award it received during the April 16 Whitpain Board of Supervisors meeting. Palmer reported the township just received an audit of its...
(26 days ago)
We all like to think we’re smart and self-sufficient. A lot of folks believe they can manage their financial lives by themselves. These do-it-yourselfers are woefully wrong.
(23 hours ago)
This week I had a discussion with Michael Bateman, the President of BJO Capital Management, who is also a longtime friend and the administrator of the 401K plan for our Fishbowl employees. We talked about the challenges of the current economy and the resulting stress so many individuals (and businesses) are experiencing right now. As an advisor to many companies and...
(23 days ago)
Manny Pacquiao will skip over Denver's Mike Alvarado and instead fight Brandon Rios on Nov. 24 in Macau, China. Alvarado missed his chance to fight the popular Pacquiao after he was a no-show with rehabilitation appointments for an injured finger.
(18 days ago)
WASHINGTON (Reuters) - Congress is again joining the fight over public pensions, as a Republican Representative on Thursday pushed a bill to require state and local funds to give more accurate information on their assets and to bar the federal government from bailing them out during a financial crisis.
(1 month and 5 days ago)
When it comes to financial advice, who do you trust? With so many financial professionals to choose from, how do you evaluate who will best be able to guide you? It can be difficult to know who to tur
(2 months and 15 days ago)
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