Does your financial advisor charge different fees to clients?

On Jason Zweig’s “The 19 Questions to Ask Your Financial Adviser”

Cern Basher Brilliant Insights, Finding a Financial Planner 0 Comments

Recently, Jason Zweig, the personal finance columnist for The Wall Street Journal, wrote an article titled, “The 19 Questions to Ask Your Financial Adviser.” It’s a very good list. We agree with most of his answers and we recommend you consider asking these questions to the financial advisor who works with you. Here are a few of his key questions …

Hand writing Second opinion with marker, concept background

Do You Need a Second Set of Eyes?

Cern Basher Brilliant Insights, Finding a Financial Planner 0 Comments

When it comes to your finances, you should get a second opinion. Here’s why. When it comes to your financial life, the consequences of your decisions—or your advisor’s decisions—can be long-lasting and significant. Mistakes can be very costly and they can have a big impact on how well you can enjoy your retirement years. How will you feel if 10 …

When it comes to financial advice, the benefit outweighs the cost

The Cost of Not Paying for Advice

Cern Basher Brilliant Insights

Advice: “Guidance or recommendations concerning prudent future action, typically given by someone regarded as knowledgeable.” It’s important to note that there is plenty of free advice available to anyone. Anywhere. Anytime. All you have to do is ask a few friends, your colleagues at work, surf the internet or watch TV, and you’ll receive more advice than you need! The …

Sport. Runner.

Don’t Go It Alone

Danya Karram Brilliant Insights

Watching the inspiring stories of this summer’s Olympic athletes reminds us of the sacrifices and countless hours of training required to qualify for the world’s foremost sporting competition. In addition to being dedicated to a training regime, these athletes have trusted coaches who have supported them and pushed them to achieve their highest level of performance, allowing their Olympic dreams …

Woman making traveling plan

Tips for a Smooth Trip to Retirement

Danya Karram Brilliant Insights, Retirement

I was talking with a friend of mine about financial planning recently, and she somewhat sheepishly admitted that she and her spouse spend considerably more time planning for their vacations than they do for their retirement. Afterward I realized that planning for both has many similarities. Everyone has a different ideal vacation destination. Some like the beach, some like the …

Happy boy buying sweets in the store. Beautiful woman salesman gives candies to boy

Invest Like a Kid in a Candy Store!

Cern Basher Brilliant Insights

There are three simple time-tested rules in investing.  But like a lot of things, they are in need of an update.  This is the third post in a three-part series. The first post in this series discussed the importance of diversification.  Our Updated Rule #1 was: Diversify to the point of discomfort to control risk. The second post in this …