Articles

“Unfortunately, some are also misleading the public by saying that a fiduciary standard would prevent the delivery of financial services to middle-American Main Street investors.”

Investment fees are generally about 1% of assets under management and drop as assets rise. The critical question to ask is “Where do financial advisors add value that might exceed the 1% fee they charge?”

Most consumers do not know how to safeguard their money. Here is a real world example of why breaking any of the eight safeguard puts your money at peril. Make sure that your investments are properly safeguarded.

The rules which would begin to be applied to the watchdogs would not be for the sake of protecting the roost no matter how much the foxes suggest they do.

There are several options to claim retroactive Social Security benefits. Some retirees will find it beneficial to turn back the clock in order to receive large one-time checks when they first file.

“You’ll want to interview several potential candidates, and make sure you find the right person for the job. Use these questions to hire the right financial advisor.”

Fi360 promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries and other financial service providers.

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales.

Experts Explain: Finding a Financial Advisor. How to find the right person to help manage your money.

David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing tax planning in 2012 and the most important things to do now to prepare for rising taxes in 2013.

Last month I was eating lunch at a local restaurant when I noticed an offer by GiveBuddy.com that the restaurant would send a check for 10% of my receipt to any organization I chose.

Here are three questions that every small business owner should answer before establishing a new retirement plan.

David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.

Interview with Donald Jay Korn, author of mystery novels “Payable On Death” and “In For a Pounding” featuring money manager Anderson Crown.

Emerging market bonds are an attractive way to get a higher yield, but historically they have come with higher volatility and a high incidence of default. But that has been changing.