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Will The Fee Only Financial Planner Model Ever Catch On?

There is little doubt in my mind that hiring a Fee Only Financial Planner is in the best interest of the consumer.  Financial Planning is an occupation and every Financial Planner needs to get paid....

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Is your financial advisor a bully?

When I hear the term bully, I often think of a school kid bully that forces other kids to give up their lunch or makes other kids do silly demeaning things.  The last think I think about is when it...

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Who Needs a Financial Advisor?

20 years ago, when I came into the financial industry, I believed that financial advisors had access and were privy to more information than the general public.  The world has changed a lot today....

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Are Mutual Funds Ever Worth It?

Over at our site at Young and Thrifty.ca I seem to have inadvertently started a holy war on behalf of index devotees everywhere. I recently published a post about how Investors Group was lowering their...

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Need Financial Advice? Consider a Fee-Only Financial Planner

We all need a little help with your finances sometimes. In fact, professional help can be a real plus as your finances gain in complexity. As you consider the implications of retirement planning,...

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Will The Fee Only Financial Planner Model Ever Catch On?

There is little doubt in my mind that hiring a Fee Only Financial Planner is in the best interest of the consumer.  Financial Planning is an occupation and every Financial Planner needs to get paid....

View Article

Image may be NSFW.
Clik here to view.

Is your financial advisor a bully?

When I hear the term bully, I often think of a school kid bully that forces other kids to give up their lunch or makes other kids do silly demeaning things.  The last think I think about is when it...

View Article

Image may be NSFW.
Clik here to view.

Is a poor return a good reason to change your financial advisor?

Lately in my workshops and presentations, I have heard an increased amount of dissatisfaction from investors about their financial advisors.  The last 10 years have been tough on investors because the...

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Image may be NSFW.
Clik here to view.

Who Needs a Financial Advisor?

20 years ago, when I came into the financial industry, I believed that financial advisors had access and were privy to more information than the general public.  The world has changed a lot today....

View Article


Image may be NSFW.
Clik here to view.

Are Mutual Funds Ever Worth It?

Over at our site at Young and Thrifty.ca I seem to have inadvertently started a holy war on behalf of index devotees everywhere. I recently published a post about how Investors Group was lowering their...

View Article

Image may be NSFW.
Clik here to view.

Need Financial Advice? Consider a Fee-Only Financial Planner

We all need a little help with your finances sometimes. In fact, professional help can be a real plus as your finances gain in complexity. As you consider the implications of retirement planning,...

View Article
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