Questions to ask your advisor

Forbes: Four questions to ask your financial advisor.

Financial advisors come in all shapes and sizes and can offer different types of financial planning and investment advice. Consider asking them the following four questions to help you evaluate and choose an advisor that’s right for you.

Get the questions >

history, trust, accountable, fiduciary

The Atlantic: History’s Lessons in Trust.

Some may know the act of investing is an ancient one, but its modern iteration is the result of more than a thousand years of evolution. Learn how landmark moments across the millennium have demonstrated shifts in the meaning and process of investment, but trust between individuals has remained a key factor in any financial transaction.

 

Learn more about the Trust Economy here >

financial planning persona

Forbes: Which Financial Planning Persona Are You?

Investors are, of course, not all alike. Not only do people have varying asset levels and degrees of complexity in their financial lives, they also have different life goals and priorities. After surveying more than 300 individual investors, Forbes identified three distinct investor personas and analyzed their differences to identify steps you can take to improve your satisfaction with your advisor.

 

Take the quiz to find out which persona you are >