When Should You Fire Your Advisor (Or Yourself)?
It’s time to have that awkward conversation. Your retirement might depend on it. 2022 has been a rough year. 2023 might not be much better. You cannot control what the market gives. But there is one important decision you have control over. Can you still trust the professionals who are managing your money? Ask them Read more ➝
What to Look For In a Financial Advisor
When you’re looking for a financial advisor, you might find that this industry is constantly changing. Robo-advisors are becoming a more popular choice for tech-savvy investors. Something to keep in mind, however, is that these bots are strictly mathematical. If you are looking for a relationship with your advisors, these robots won’t make the cut. Read more ➝
Simple Checklist for Choosing to Work with a Fiduciary Advisor or a Suitable Salesperson
We work with our clients as a trusted fiduciary advisor. Who are the clients we work with best? Below we provide 2 sets of descriptions of clients who might work well with us – along with those that might be better served elsewhere. Choose a Trusted Fiduciary Advisor if you care about these issues: You Read more ➝
Value Vs. Price: The Difference Between Celebrating Your Anniversary at McDonald’s Vs. Morton’s
Should you be price-conscious or value-aware? It depends. When it comes to things where quality and depth of service do not matter, one might focus exclusively on price. For example, consider health care. If all you need is a bandage for a minor cut, then you might simply want to buy the cheapest generic bandages Read more ➝
How Doing Your Part in a True Fiduciary Partnership Benefits You
Fiduciary is the standard for advisors who care about relationships. But in order for clients like you to benefit, you also need to care about the relationship. The advisor has a responsibility to advise and act in the best interest of the client. Astute clients know they need to be active in driving value from Read more ➝
Why Ambassador Works as a Fiduciary Advisor Only
Unfortunately, many people do not know who is advising them. According to the American College of Financial Services [source], nearly 1 out of 2 people were unaware or indifferent if their advisor was a fiduciary [term] or not. Whether your advisor is a fiduciary or not makes a big difference in how that advisor works Read more ➝