Three Ways Free Financial Advice Ends Up Costing More
Some free advice is worth every penny you pay for it, but free financial advice (like free medical or legal advice) often […]
Tag: financial advisor
How Much Financial Advisors Charge – Pricing by Account Size and Other Factors
More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency. In almost any other […]
10 Personal Questions to Ask Your Financial Advisor
Yesterday I posted 10 non-personal questions to ask your financial advisor, which I thought would only be complete with 10 personal questions […]
10 Non-Personal Questions to Ask Your Financial Advisor
Even in the many years before I decided to start competing in the space of financial advisors, I noticed a paradox among […]
Mortality Tables By Country – Your Odds of Living to Age 100
As a financial planner, I was trained to assume a client will live to age 100 in order to be at least […]
How to appoint GFM to manage your existing Interactive Brokers account
GFM’s primary business is managing investment accounts for individual clients, many of which clients choose to hold at Interactive Brokers due to […]