by Elle Kaplan | Sep 17, 2013 | Investment strategy
Last week, I blogged about how to make sure you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues. What is an...
by Elle Kaplan | Aug 26, 2013 | Independent fiduciary
Not only do you want to work with an independent fiduciary, who is legally required to uphold your best interests, you also want to find an advisor who will encourage you to be an empowered participant in financial planning. Here are some questions to keep in mind as...
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