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 …

Equifax announced a security breach that could affect millions of Americans

Equifax Announces Security Breach

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Equifax, one of the nation’s largest credit reporting agencies, issued a statement about a cybersecurity breach that occurred earlier this summer. The incident MAY impact half of U.S. consumers—Equifax estimates as many as 143 million accounts were compromised. Experts recommend: Sign up for Equifax’s credit monitoring service (which is available whether or not your personal information was compromised in this breach). Visit the …

I Have No Words

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Brilliant Advice’s Danya Karram and her family recently traveled to Amman, Jordan as part of a humanitarian and medical relief trip organized by the Atlantic Humanitarian Relief (“AHR”) organization. There are about five million Syrian refugees who have sought safety in surrounding countries like Lebanon, Jordan, Turkey and Egypt. Many have limited means to cover even basic needs and are …

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 …

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 …