A New Approach to Selecting a Financial Advisor

Selecting a financial planner has never been an easy task. But in recent years, selecting a planner has become especially difficult given so many financial professional types advertise similar services such as comprehensive financial plans and investment management.

But resolution of an upcoming court case involving the Financial Planning Association® (FPA®) and the Securities and Exchange Commission (SEC) may soon make it easier to tell the difference between a financial planner and other types of financial and investment representatives. Is Your Financial Advisor a Fiduciary? 

Investment Commentary

Being intellectually honest means asking yourself difficult questions, trying to fairly and rationally answer them while being aware of your biases, and then making good decisions based on what you can and can’t know. We have the added benefit of a large family of subscribers, who also like to ask us difficult questions. If we haven’t thought carefully about these questions we don’t deserve your trust. We regularly share our investment thinking in the form of a Q&A because it lets us address important questions individually without worrying about being limited by a particular theme or subject. Find out how higher interest rates could impact your investments.

Asset Planning Solutions specializes in working with small business owners, investors needing retirement income strategies, and people experiencing career or life transitions. Learn More

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