Archive for category Financial Advisor

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Financial Services information, services and products.


How do I find a financial planner/advisor?

I am about to start college and I do not know very much about investments or retirement funds…so I would like to find a financial advisor to help me make all of these decisions.

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Is it a good idea I meet with a financial advisor if I have no money?

I’m contemplating filing bankruptcy and doing a short sale. I am unemployed also. My house is underwater. I’ve done a budget. Will a financial advisor help me in my situation?

Financial Services
Wealth Management



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A Day in the Life of a Financial Advisor (Clean Version)


A client wants to retire in five years.

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Concord Financial Advisor – John Stossel with Burton Malkiel on Passive vs Active Investments.avi


Simple and great dialogue discussing Active vs Passive Management as it applies to investing, and what goes on inside Mutual Funds, etc.

Financial Services
Wealth Management



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How do I fire my financial advisor?

After doing some research, I now know that my financial advisor is charging sales fees that are too high, and I want to do my own investing. How do I terminate our professional relationship?

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