By Jessica Lanning, JD, CFP® July 5, 2022 There’s a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon asked if he is
June 15, 2022 Why the Average Investor Underperforms the Market Annually, various organizations release studies that show that average investors underperform the markets, sometimes as much as 50% less, a
June 1, 2022 Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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