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 …


It Pays to be a Savvy Saver from the Start

Cern Basher Brilliant Insights, Getting Started

We’re taught to save money from the time we get our first tooth fairy payment, but when we’re young, saving doesn’t always seem necessary. A common belief is that saving is for people who are getting ready to buy their own house, put their kids through college, or retire.   But in reality, it’s better to start saving long before any …

sport and healthy lifestyle, two people jogging at sunset on the beach

How Hard is it to Find Your Perfect Financial Partner?

Cern Basher Brilliant Insights, Getting Started

Finding a financial advisor is a bit like finding a date. No, really, it is. Keep reading. When you go on a date you’re investing your time, and when you hire a financial advisor you’re investing your money, both of which are in limited supply. So, you want to ensure you make the right choice when undertaking both. Find prospects …