April 13, 2018

Finding a financial adviser you can trust

is a real challenge! Successful advisers (those who makes lots of money for themselves) are
charismatic and convincing. But before you start interviewing prospects, you better do your homework. Check out these resources (besides searching for "fiduciary, financial advice, financial adviser, financial advisers, and financial advisor on this blog):


A safe haven for investors http://jasonzweig.com/, the website of Jason Zweig, personal finance writer for The Wall Street Journal.
Lots to explore but start with
"The special trick to find the right financial adviser" posted 9/11/17.
"The 19 questions to ask your financial adviser" posted 8/31/17
"Why your financial adviser can't be conflict free" 4/10/17.

3 comments:

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