GuideVine celebrates financial planning month. Here’s why we believe GuideVine is the premiere resource for finding the right financial planner for your needs.
Communication is a two-way street and when it comes to finding and working with a financial advisor, knowing what questions to ask can help you be more proactive with your advisor. Good communication will help foster a collaborative relationship and your investment strategy will have a better chance at yielding the results you would expect to have when working with a professional advisor.
Guidevine breaks down different certifications, degrees, and designations held by financial advisors. Knowing what designations like CFP® ChFC®, CDFA® mean, how advisors obtain them and retain them are important to know when looking for the right financial professional for your investment needs and goals.
Finding and choosing the right financial advisor is an important step to building your financial future. However it can be confusing and overwhelming, from finding a good set of advisors to meet, knowing what questions to ask them and recognizing what to look for and avoid. Here are some tips from GuideVine CEO, Raghav Sharma, to simplify your search.
If you are choosing between a robo advisor and a traditional financial advisor, its important to understand your needs and ask yourself several questions before making the decision. If you are hands off, want cheap access to investments and don't panic, a robo advisor might just be for you. If you need more services like retirement planning and need a calm voice during market ups and downs, then a traditional financial advisor might be more your speed.
New Year's has past. Everybody is busy working on their 2016 resolutions (right?). While a casual approach to the gym or staying in touch may work, its best not to improvise your financial resolutions. We look at five reasons why this is the year to get professional financial advice, to help you achieve your money goals while gaining peace of mind.
Many people believe that financial planners are only for the rich, get paid for services that you can do yourself or, even worse, are just scam artists. We take a look at 6 persistent myths about financial planners, whether there is any truth to them and how they can impact getting the advice you need.
There are so many important questions that you can ask a prospective financial advisor to see if they are a good fit for your needs. Frankly, it can be a little overwhelming and hard to remember everything. We have created a downloadable checklist of 25 "must-asks", including questions on their background, firm, service areas, compensation and professional practices.
Conducting your own due diligence when hiring a financial advisor starts with asking the right questions. It also requires checking with financial regulators that oversee and discipline advisory firms and broker-dealers, to make sure the firm or individual you hire as your financial advisor has a good regulatory history and the correct professional credentials.
So you have hired your first financial advisor, or maybe you inherited one. Then your neighbor shows up about how his financial advisor got him a 30% return last year. Before you jump ships, there are a few things to consider beyond simple investment performance.
There are so many things to consider when choosing a financial advisor including what services do they offer, how do they charge and do you get along with them. Should location matter? While technology has made it easier to work with someone across the country, what's right for you hinges on four factors.
The wrong payment structure could lead to mismanaging your assets, being overcharged or getting bad advice. So its very important getting familiar with the different types of fees, the benefits and drawbacks of each, and how they fit in with your financial goals. After all, you’re trying to get help managing your money. And being a savvy shopper is the first step toward that goal.
Finding a trusted financial advisor is an important part of securing your future. Many people know the qualifications and characteristics of a good financial advisor. But often they overlook major red flags that should having them walking, or running, away!
When you're working with a financial advisor to plan your financial future, you'll encounter a number of industry words and terms that might not be familiar to you. Use this glossary that defines common financial planning terms to better understand the lingo.
GuideVine partners with financial advisor Stephen Craffen to bring you one of the most comprehensive review guides when considering to hire a financial advisor.
You've made that leap and you are ready to work with a financial advisor. You have your checklist of what to ask, but how do you know if they are qualified for what you want? Here we explain all the various designations that you will encounter in the financial services field to help you pick which one is best for your financial future.
In the past few decades our financial system has evolved, with more pitfalls, complexities and confusion surrounding how to protect and maximize your money. Navigating through the modern landscape of investments, accounts and contracts isn’t for the faint of heart.
GuideVine easily helps you narrow down the thousands of financial advisors out there to ones in your area, like New York, that are suited to your life stage, advisement needs, net worth, and income. But once you run your search on GuideVine, you’ll still need to narrow down your choices. Here’s Read more…