Money Talks, So Should You

Financial Advisors

The Latest

  • November 6, 2013

    After making payments every month for the past 22 years, a good friend will achieve a major financial goal next month: he will be making his last mortgage payment. His house will be paid off, giving him complete ownership of his most important...

  • June 27, 2013

    I’ve done some church shopping since I’ve been home, trying out new places and faith traditions. One I just went to was hosting a silent auction as a fundraiser, and the item that caught my eye was a $15 bid for two one-hour sessions...

  • June 25, 2013

    There are many ways to merge finances. LGBT couples can keep separate checking accounts and each deposit a monthly amount to a joint checking account to...

  • May 8, 2013

    My mother recently learned how to play Solitaire, the one-person card game, and often plays online for extended periods. But every so often she gets stumped and will call me with a question; she now refers to me as her solitaire coach.

    When...

  • April 24, 2013

    Not long ago, I picked up my daughter from school and discovered that her entire class was punished because another child misbehaved and interrupted the day’s instruction.

    After hearing her story, I recalled that the same classmate...

  • April 1, 2013

    When interviewing a money manager, most investors want to know investment performance. It is a natural question, but there is much more you need to know beyond absolute returns.

    In lieu of focusing exclusively on annual performance, it will...

  • February 6, 2013

    It is always helpful to start with why you are considering an investment:  

    What role does it play, and how will it fit into the mix of your current funds? Is there any overlap that should be eliminated?

    When buying based on a...

  • February 1, 2013

    It's never about the money.  

    So what is it then? In my personal experiences as a financial therapy client, private school graduate, personal assistant to high-net-worth individuals, yoga instructor, secondary school educator, and...

  • January 28, 2013

    Every financial adviser faces the uphill battle of building a customer base through referrals, networking, cold-calling and marketing - and the memory of his early days of seeking clients still haunts Christopher Dewdney.

    "The first years...

  • January 24, 2013

    Fast-changing features on social media sites are triggering a new wave of compliance challenges for financial advisers at a time when many are just becoming comfortable with the technology in the first place.

    As social media sites such as...