Financial Literacy

A recent survey from Mercer Consulting called “Inside Employees’ Minds: Women and Wealth,” showed that men and women see financial issues differently. While 62 percent of men feel

Behavior more telling than financial Literacy. An educated client is the best client. That’s according to Philip Smelser, a financial advisor and president of Financial Education and Achievement.

No one reads the prospectus. It’s too cumbersome. Frankly, to be kind to its writers, even just a front-page summary is, for most investors, a boring read, let alone the following pages

Money is an uncomfortable conversation topic. Often people simply get “weird” about it. "Money conversations between family members can be awkward,

Prizm Financial Group uses a simple approach to educate clients and partner with them in meeting their financial goals

No matter what twists and turns the federal government takes on its travels down Fiduciary Definition Lane, Joseph Rinaldi believes he will arrive at his desired destination: his client’s best

Too many Americans have troublesome spending habits. They use credit cards to pay for basic daily necessities, and they aren’t saving enough to create a retirement nest egg.

Social Security isn’t going to go broke by the time you reach age eligibility. That notion is just one of many myths creating insecurity among working investors who not only want – but need

Be an educator first; be a financial advisor second. That is the mantra of Larry Welder, owner of Granite Financial Solutions, LLC, with offices located in Iowa and Georgia and

A good financial advisor keeps learning, even after years on the job. Also, the best financial advisors know when to admit that they don’t have an answer, and how to find someone who does.

 Having a superior knowledge in finance doesn’t make you the best advisor, but combine that knowledge with superior listening skills and now you have a winning combination.

 Investment advisors at big-name firms and the investors they serve often find themselves in a tug-of-war between the company’s recommendations, and the client’s own ideas.