Archive for September, 2012:

How to select a financial planner

Written on September 27th, 2012 by Jamesno shouts

The SEC has put out a bulletin on questions to ask when selecting a financial planner:

http://investor.gov/news-alerts/investor-bulletins/investor-bulletin-top-tips-selecting-financial-professional

Filed under Miser Tip, Personal Finance Tags:

Morningstar study says financial planners add value

Written on September 27th, 2012 by Jamesno shouts

Article at Marketwatch.com on the value of a financial planner:

http://www.marketwatch.com/story/are-financial-advisers-worth-their-fee-2012-09-26?pagenumber=1

Filed under Investing, Personal Finance Tags:

financial planning newsletter

Written on September 20th, 2012 by Jamesno shouts

Just posted the financial planning newsletter for September:  www.theadvisoryfirm.net/afnews.html

Filed under Investing, Personal Finance Tags: