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 …

Whether your financial advisor is a fiduciary or non-fiduciary makes a difference.

Fiduciary vs. Non-Fiduciary, Does It Really Matter?

Danya Karram Finding a Financial Planner, Getting Started 0 Comments

There are many things to consider when selecting a financial advisor. One aspect which is often overlooked or misunderstood is knowing what a financial advisor’s responsibility is toward you, their client. One way to know for sure is to ask your advisor this question: Are you a fiduciary in all of your dealings with me? This is a very important …