Archive - September 20, 2017

1
What Does Working with a Fee-Only Advisor Mean for You?
2
ABCs of Behavioral Biases; An Introduction
3
Equifax Compromised Your Identity; Lock Down Your Credit.

What Does Working with a Fee-Only Advisor Mean for You?

An Advisor who is compensated by only YOU, the client: Working with a Fee-Only advisor means that the advisor is only compensated by the fee that they charge, not by any commissions. The fee could be charged hourly, or it could be calculated as a percentage of a client’s assets under management (AUM), or even … Continue reading What Does Working with a Fee-Only Advisor Mean for You? Read More

ABCs of Behavioral Biases; An Introduction

By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look. We stay when we should go. We cringe at the very risks that are expected to generate our greatest rewards. All the while, we rush into nearly every move, only to fret and regret them long after the deed is done.

Why Do We Have Behavioral Biases?
Most of the behavioral biases that influence your investment decisions come from myriad mental shortcuts we depend on to think more efficiently and act more effectively …

Read More

Equifax Compromised Your Identity; Lock Down Your Credit.

Equifax, one of the three credit monitoring services, admitted recently that hackers gained access to the sensitive identify and financial information in their database for 143 million people (44% of the U.S. population). The hackers exploited a website weakness from mid-May to July. Equifax learned of the intrusion on July 29th but did not disclose the information to the public until 40 days later on September 7th. The credit breach is about as bad as you could expect a breach to be. Much of the data acquired is timeless information that could be used for years.

The result of this …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login