Evaluating your financial advisor’s performance involves looking beyond mere portfolio growth and delving into a variety of factors that reveal the advisor’s true effectiveness. When considering how ...

“Financial advisor" covers a wide range of services, ranging from simple counsel and budgeting to tax preparation, long-term planning and portfolio management. What you pay, and how much, will depend ...

The frequency of meetings with your financial advisor should hinge on your needs and the nature of your relationship. For some people, an annual check-in is enough. If you feel that you’d like your ...

Choosing someone to manage your money ranks among the most critical financial decisions you'll make — especially during periods of market volatility. While a good financial advisor guides you toward ...

It’s more important than ever to have a financial advisor who is truly working in your best interest. It’s tough to watch your nest egg fluctuate and wonder whether your advisor is doing everything ...

(Bloomberg Opinion) -- I see a personal trainer five days a week, and I am now in the best shape of my life. I could not have afforded Doug when I was younger — and I wouldn’t be able to now, either, ...

It’s common for financial advisors to charge a fee that’s a percentage of assets under management. Your fee generally won’t be calculated on your gains only. If you’re uncomfortable with your ...