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 …

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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 …