financial advisor

Investors are taking a hard look at the people managing their money.  HighTower Advisory, has been a visionary on this issue for over a decade.  This whiteboard video cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry.   Fern Alix LaRocca CFP® EA I’m Fern Alix LaRocca, […]

Have you worked with or been approached by a financial advisor who offered you free financial planning services? It sure seems hard to beat free and is pretty easy to agree to that type of service. Compare that to the financial advisor asking you to pay for financial planning service and it’s almost a no-brainer, […]