marietta fee only advisor Archives - Wiser Wealth Management

Your Advisors Interest May Not Align With Yours

When individuals are choosing an investment advisor, it can be a very confusing process. After all, to most people, we all look the same, just different firm names; however, there are many differences. At the core, there are advisors that are legally bound to work in the best interest of their clients. These are fiduciary advisors and usually work at independent firms that hold client assets at custodians like TD Ameritrade, Fidelity and Schwab. The other side is a suitability advisor. These advisors work at […]
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2014 – Interview with SeekingAlpha.com

This is the fourth piece in Seeking Alpha's Positioning for 2014 series. This year we have once again asked experts on a range of different asset classes and investing strategies to offer their vision for the coming year and beyond. As always, the focus is on an overall approach to portfolio construction.
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In the last 5yrs 84.15% of large cap mutual funds underperformed the S&P 500. Indexing is so much better for the everyday investor.
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Does your risk tolerance match your risk capacity? https://t.co/n4wPJZNm9X https://t.co/AW9jdPqat6
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