Questions to Ask a Prospective Advisor

To choose the best financial advisor, ask the right questions—and assess your comfort level with the advisor and his or her answers. Start the Conversation Finding a financial advisor is like searching for the right candidate for a job. Experience, education, and...

Your First Financial Advisory Meeting

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. A Good Start is Everything Whether you’ve worked with a financial advisor before or this is...

Diversity and SRI

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. The Returns on SRI You’ve...

Financial Advisor Compensation

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 Cost of Financial Advice Understanding various compensation models...

The Language of Financial Advice

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. Beyond Basic Financial Terminology Most of us know a few basic finance terms. However, when the...

Tis the Season for Form 1099

With all the holidays that take place between mid-October and mid-January ─ along with the requisite parties, family gatherings, and traditions associated with them, tax preparation may not be the most important thing on your mind. Nonetheless, this is a great time to...