To choose the best financial advisor, ask the right questions—and assess your comfort level with the advisor and his or her answers.
Get the most out of your first meeting with your financial advisor by being prepared with the necessary information, asking the right questions, and knowing what to expect.
While investing may not be the first thing that comes to mind when thinking about how to promote diversity and inclusion, there’s a growing trend in what’s known as “socially responsible investing” (SRI) that ties the two efforts together.
Nothing in life is free, including professional financial advice. As you consider various financial advisors, one of the important questions to ask is “How are you compensated for your services?”
The financial industry has a language all its own. It’s a language not all of us, as investors or prospective investors, fully understand or are comfortable using.