Design a Good Group Retirement Plan Part 2: First StepsSeptember 27th 2012
If the responsibility of creating a successful group retirement plan has fallen to you, the first thing you need to determine is whether service providers (including financial advisors) are actually fiduciaries like they claim they are.
Do You Understand Your Investments?May 24th 2011
I've got a theory about why financial advisors purposefully make investing far more complicated than it should be: Many want to confuse clients in order to justify their high fees -- either that, or they're just plain incompetent. Here are some things you need to understand and ask about your own investments, whether you do it yourself or hire an advisor.