iOS app Android app

Financial Advisor

3 Big Differences Between a Financial Planner and an Investment Advisor

James C. Gibson | Posted 08.29.2014 | Business
James C. Gibson

It's no secret. There is a massive shift happening in the financial advisement industry. There are so many great opportunities opening up for young investors with smaller portfolios to have access to the same investment advisors and funds that millionaires have access to.

Why This Financial Advisor Did Not Get the Business

John Murphy | Posted 08.16.2014 | Business
John Murphy

I thought I would share this story with you as I believe it is really important to not only any financial advisor, but to any business owner. So let me tell you the story of Tom who relayed this story to me recently.

Whites Recover From Housing Crisis; African Americans and Latinos Left Behind

Jorge Newbery | Posted 08.12.2014 | Money
Jorge Newbery

The housing crisis is now concentrated in many of America's more modest communities, where payday lenders, "no credit needed" used car dealers and Rent-A-Centers dot the main thoroughfares.

Move Over Spandex: 10 Resolutions Designed to Better Prepare You for Retirement

Jerry Patterson | Posted 03.31.2014 | Money
Jerry Patterson

Push the spandex and marathon aspirations to the side for a minute. New Year's resolutions shouldn't just be about physical fitness.

Make Exercising Your Financial Health This Year's Resolution

Jerry Patterson | Posted 03.25.2014 | Money
Jerry Patterson

Start by developing a list of financial resolutions you want to achieve before retirement. Keep them simple and keep them doable. Then narrow that list down to the ones you want to achieve this year. Here are a few simple steps that can pack a lot of punch.

How Fit Are Your Finances? What to Check Up On in the New Year

Manisha Thakor | Posted 03.18.2014 | Women
Manisha Thakor

"So how are those 2014 financial resolutions going?" If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting.

How to Select a Financial Advisor

MyBankTracker | Posted 03.05.2014 | Money
MyBankTracker

Selecting a financial advisor is a critical step to managing money, whether it's for retirement, handling an estate or inheritance, planning for large future purchases such as investments, or a combination of factors.

Maverick Financial Advisor is Warning Businesses About the Dangers of 401(k) Plans

Ilana Greene | Posted 11.07.2013 | Money
Ilana Greene

His mission is to not only to expose the true nature of how the industry operates, but also to share the message of capitalism and the truth about central economic planning which he believes is the root cause of so many people's retirement planning challenges.

Maverick Financial Advisor is Warning Businesses About the Dangers of 401(k) Plans

Ilana Greene | Posted 01.23.2014 | Money
Ilana Greene

Unfortunately, the Department of Labor's version of transparency is to create a mountain of additional paperwork that nobody understands but the bureaucrats responsible for creating it.

The Most Useful Index Card Ever

The Huffington Post | Posted 09.06.2013 | Business

Who ever said managing your finances was complicated? Apparently, everything you need to know can fit onto one index card. Thanks to University of ...

Suze Orman: How To Choose A Financial Adviser

Posted 08.02.2013 | OWN

By Suze Orman While I'm confident you could make smart decisions about your money without an expert, I will be the first to tell you that a...

Sharon Jacquet: Keeping It in the Family

Sharon Jacquet | Posted 08.28.2013 | Women
Sharon Jacquet

When I first got into the finance industry, there weren't a lot of women, especially in senior roles, whom I could look to as a mentor. Now that I'm in that position, I can use my insights to help aspiring women bankers achieve their goals.

Post-Divorce Wives, Widows and Wealth Management

Mark Van Mourick | Posted 07.23.2013 | Business
Mark Van Mourick

If you are a recent widow or divorcee reading this, I truly empathized with you. Besides managing your grief, you are trying to deal with monumental changes in your life and are facing a growing list of perpetually unfamiliar monetary choices.

How to Make Valentine's Day More Meaningful

Manisha Thakor | Posted 04.14.2013 | Women
Manisha Thakor

alentine's Day gives us an opportunity to honor our significant others, but this authentic desire can be easily redirected into excessive spending.

5 Questions Every Financial Advisor Should Ask You

Manisha Thakor | Posted 04.01.2013 | Women
Manisha Thakor

Taking care of your financial health is a continuous process, and life changes at a rapid pace. It is essential to honor yourself by asking for help during major transitions.

Express Your Authentic Self (to Spend Wisely)

Manisha Thakor | Posted 01.19.2013 | Women
Manisha Thakor

Over time, I've come to view the current economic climate as a golden opportunity to reset our attitudes about money, happiness, living and life.

Is There Love in the Air for Your Financial Advisor?

Ike Ikokwu | Posted 12.03.2012 | Money
Ike Ikokwu

By no means should people frivolously, haphazardly and carelessly pick a financial advisor. But there's no denying the intrigue of this potentially groundbreaking concept.

Business Financing Has Unexpected Alternatives

Jerry Chautin | Posted 05.25.2011 | Business
Jerry Chautin

Borrowers who were seeking creative financing raised my antennae when I was in the lending business.