- How Much Do Financial Advisors Make?
The Bureau of Labor Statistics (BLS) says that the median salary for a financial advisor in 2021 is $94,170, which is well above the national average. However, pay can vary widely by state, city and level of experience. The profile of an… read more…
- Finding a Christian Financial Advisor
Growing wealth for the long term and retiring comfortably is the premier financial goal for many Americans. To do that effectively, you may want to work with a financial advisor who has similar values to yours. Christian financial advisors incorporate biblical… read more…
- What Exactly Is a Financial Advisor?
The term financial advisor is generally a catchall phrase for financial professionals filling a number of different roles and performing a number of different tasks. Generally speaking, a financial advisor provides financial advice and guidance to clients tailored to their situation… read more…
- Wealth Manager vs. Financial Advisor
When it comes to your finances, planning for the future may be difficult to do on your own, which is available through professionals like financial advisors and wealth managers. Both can offer similar services but a wealth manager typically only… read more…
- Asset Management vs. Hedge Funds
There are many ways to become a successful investor, and asset management and hedge funds are two prominent options. There are undoubtedly some similarities between these investment styles. However, each service has its own nuances that can make it more… read more…
- Do I Need a Financial Advisor?
Financial advisors can assist their clients with their finances in a number of ways. In fact, they often specialize in some combination of investment management, financial planning, retirement planning, estate planning, tax minimization and more. This makes them especially valuable for… read more…
- Asset Management vs. Wealth Management
Managing your money with long-term goals in mind is important, but it can be tough to do on your own. A financial professional can help you though, with two major services being asset management and wealth management. While there are… read more…
- 11 Questions to Ask a Financial Advisor
The aid of a financial advisor can be helpful regardless of whether you’re young, retired or somewhere in between. There is a wide range of financial advisors you can work with, as they can specialize in taxes, retirement, financial planning,… read more…
- Investment Advisor vs. Financial Planner
Investment advisors and financial planners are two of the most common types of financial advisors that clients work with. These advisors ultimately offer guidance on different financial topics, but one thing they have in common is money management. Whereas financial… read more…
- What Is an Investment Broker?
If you’re getting started in investing, an investment broker can be a great asset as your connection to the market. Investment brokers serve as go-betweens for buyers and sellers on the stock market. They enable their clients to purchase stocks,… read more…
- Financial Planner vs. Financial Advisor
While the services of financial advisors and financial planners often overlap, they each have distinctive areas that they tend to focus on. Many financial advisors offer financial planning, but financial planners only work within that area. On the other hand,… read more…
- What Is a Financial Consultant and What Do They Do?
A financial consultant is essentially the same as a financial advisor. They often offer a number of services, with their financial advice being based on the client’s specific needs and goals. In some cases, a financial consultant may have more… read more…
- What Does a Financial Advisor Do?
In a nutshell, a financial advisor helps people manage their money. Typically, there is an investing component to their services, but not always. Some financial advisors, often accountants or lawyers who specialize in trusts and estates, are wealth managers. One of their… read more…
- How to Find and Choose a Financial Advisor
Finding a financial advisor is easier than ever. In addition to traditional methods like word-of-mouth recommendations, you can also use a financial advisor matching tool or an advisor network’s online database. With so many options at your fingertips, though, it… read more…
- All About FINRA (Financial Industry Regulatory Authority)
The Financial Industry Regulatory Authority, or FINRA, is a nonprofit organization tasked with overseeing broker-dealers and their registered representatives in the United States. Operating under the oversight of the Securities and Exchange Commission (SEC), FINRA plays a role in maintaining fair practices in the securities industry by regulating and enforcing compliance with rules. It also… read more…
- What Is a Financial Plan and How Do You Build One?
A financial plan is a comprehensive overview of your financial goals and the steps you need to take to achieve them. Financial plans are usually written down in physical documents to ensure that it is concrete and final. Many people… read more…
- 4 Signs It’s Time to Fire Your Financial Advisor
When you’re trying to build wealth, having an expert in your corner to help guide your decisions could be a good idea. The problem is, what do you do when you and your advisor are no longer on the same… read more…
- 8 Questions to Ask When Choosing a Financial Advisor
If you’ve been paying down your debt for years but can’t seem to get ahead or you’re not sure how to get started saving for retirement, it might be time to get professional help. A financial advisor can answer all your money-related questions and offer advice on the best way to manage your finances. But… read more…
- Choosing the Best Financial Advisor for Your Personal Finances
When it comes to money, it often takes a team to help you manage it correctly, particularly once you start working full-time, saving for retirement and starting a family. Financial planning can be difficult to navigate and is often time… read more…