Finance

It seems a bit like the cleaning lady whose house is a perpetual mess, and yet according to a recent survey of financial advisers, only 11 percent of those whose livelihood comes from helping

Learning About What You Don't Know is Key to Investment Strategy. Young Kim believes that the biggest key to successful investing isn't your portfolio or the markets. 

While the Securities and Exchange Commission (SEC) continues to evaluate recommendations for establishing a uniform fiduciary standard of conduct for investment advisers and broker-dealers

The relationship between client and adviser is increasingly becoming one of greater intimacy, especially in terms of the private and personal details an adviser knows about a client.

It sounds like an obvious item to be included on the checklist when seeking a financial adviser these days, yet the concept of finding advisers who put clients’ needs ahead of their own is making

Money itself isn’t an emotional object. But once you pair it with human beings who are so terribly dependent on its efficacy as a tool to fund not only their daily needs but also their hopes,

If you want to know how the average American feels about the economy, listen to a radio talk show featuring a respected financial adviser who allows numerous on-air calls from listeners.

Long gone are the days when financial advisers only met with clients in the adviser’s professional office. Today’s adviser is more likely to review financial plans over dinner at the client’s house,

An ounce of prevention is worth a pound of cure. It is an old saying, and one perhaps even tritely overused in society. Apply it to the financial world though, and that pound of cure should more

In the financial planning industry, a Certified Public Accountant (CPA) who is also credentialed as a Personal Financial Specialist (PFS), is viewed as someone bringing a substantial amount of

Investing is not a one-size-fits-all formula where every investor who uses the same strategy makes gains. Vomund Investment Management recognizes that fund management means

W. Edwards Deming, American scholar and quintessential business consultant, once said, “If you can't describe what you are doing as a process, you don't know what you're doing.”

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