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Results tagged with financial-advisor
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user 44366
For questions related to evaluating, choosing, and understanding a financial adviser. However, specific service recommendations are off-topic.
3
votes
Can anybody explain "sending your money off to do the heavy lifting" for me, please?
"Sending your money off to do the heavy lifting" is just a stylish way to say "investing".
He is saying hold back 6 months of living expenses and don't invest it. Keep it in cash or some cash-like …
52
votes
How do I go about finding an honest & ethical financial advisor?
You want a fee-only advisor. He charges like an architect or plumber: by the hour or some other "flat fee". That is his only compensation. He is not paid on commission at all. He is not affiliated w …
5
votes
I just sold my house. Should I invest it all in an ETF?
What you probably want is a Fee-Only Financial Advisor.
You pay them like a consultant and they recommend the best investments they know of given your objectives and level of fear. Their compensation …
14
votes
Fee-only financial advice vs. asset management (which includes advice)?
Beware: two-handed financial advisor
Nobody seems to have picked up on this. But the "financial advice fee-based advisor and the "asset management" commission-based advisor are the same guy.
This …
7
votes
Accepted
My ignorance keeps me awake at night (specifics below)
How does one find trustworthy financial help?
TLDR: Find a fee-only financial advisor that doesn't do commission business with anyone. Not my last guy, who said "Oh, you want a fee-based advisor? OK, …
7
votes
How to vet a potential financial advisor to avoid being scammed?
they have me convinced that my money would be better off managed by them rather than sitting in a target date fund at Fidelity. So I'm considering letting them manage the assets.
LOL they're lying f …
0
votes
Professionals who provide the same services as Mint; i.e. personal expense tracking & analysis?
We talked right past one another because he simply wanted to talk retirement and investment...
Because that person was not a financial advisor. That person was a broker. Who has a single job: selli …