In our last post, “What’s Driving Your Advisor Relationship,” we discussed some of the qualitative ingredients that go into a satisfying advisor relationship. Essentials such as fiduciary duty, seasoned experience and transparent fees are critical. But qualitative assessments should also be combined with quantitative insights to yield the best recipe for success. If you doubt us, try baking a cake sometime without measuring out your baking soda or checking to...

In our last post, “Good, Better and Best Advisor Value,” we shared some reasons we feel it’s worth working with a professional financial advisor rather than going it alone. As we continue to explore the worth of sage advice this month, we’ll describe how to identify, not just any advisor, but one who is best positioned to justify his or her worth. As much as great advice can be of great...

In a recent post, “Obvious Man Takes on the Wealth Advisor World,” we introduced a subject of obvious interest to us: the value we believe a financial advisor can bring to helping you manage the wealth of your life. We also promised to provide additional information throughout November to justify the claim. Today, we’ll cover why we feel most investors should find such an advisor versus going it alone. In...

Let’s begin by dispensing with the obvious. As financial advisors, we’ve got some serious skin in the game when we propose that there is great value to be had by turning to a financial advisor to help you manage the wealth of your life. Still, just because a statement is obvious, doesn’t necessarily mean it’s not worth saying anyway. If you don’t believe us, take it from Non Sequitur’s “Obvious Man,”...