Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?
Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?
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Who we are, what we do, and who we work with as a fiduciary Wealth Advisor
When interviewing a financial advisor, inquiring whether they are a fiduciary should prove one of the initial questions. If the advisor responds affirmatively, ask them to put it in writing. You should also ask how they are paid since the answer will tell you whether or not they are a fiduciary. In many cases, you are entrusting your life savings to this advisor. You must ensure they are always acting in your best interest.
Our Insured Cash Program: How It Works and What to Consider
Most people know the FDIC covers bank deposits up to $250,000 per depositor, per bank, for each ownership type. Fewer people think about what happens above that. If you just sold a house or a business, or you keep a big cash cushion for your company, you can blow past that limit at one bank without noticing.