My mother moved from France to the United States when she was 18, which meant visits with my French grandparents were relatively rare growing up. As an adult, I came to appreciate that those visits gave me something that had little to do with money and everything to do with understanding where I Read more…
Have You Outgrown Your Broker? When Investment Help Is No Longer Enough
If you’ve accumulated significant wealth, your financial life may look very different today than it did when you first opened an investment account. Read more…
How Financial Advisors Get Paid: Comparing AUM, Flat Fees, Commissions, and Other Models
If you’re thinking about hiring a financial advisor, it’s natural to wonder what the relationship will cost and how the advisor gets paid. Those questions matter because an advisor’s compensation can affect both the services you receive and the potential conflicts you should understand. Read more…
What to Ask Before Hiring a Financial Advisor for Equity Compensation
If a significant portion of your wealth comes from RSUs, stock options, ESPPs, or other forms of equity compensation, choosing a financial advisor is about more than managing your investment portfolio. Read more…
Are Financial Advisor Fees Worth It? How to Evaluate the Value
One of the most common questions high-net-worth investors ask is: Is it really worth paying a wealth manager? Read more…
What Kind of Advisors Help with Equity Compensation?
Restricted Stock Units (RSUs), stock options, employee stock purchase plans (ESPP), and other forms of equity compensation often intersect with taxes, investments, retirement planning, and long-term financial goals. Read more…
What Does a Financial Advisor Actually Do for You Each Month?
Hiring a financial advisor is a meaningful decision. You may be fully capable of managing your investments, paying your bills, and making thoughtful financial decisions on your own. But at some point, your financial life can become complicated enough that you no longer want to carry every detail by Read more…
What Your Financial Advisor Should Be Asking You: Key Questions to Listen For
When you’re choosing a financial advisor, there’s no shortage of advice about the questions you should ask—about their compensation model, their investment philosophy, and what differentiates them from their competition. Read more…
How CEFEX Certification Helps Investors Evaluate Fiduciary Advisors
" \n" Many financial advisors describe themselves as fiduciaries. The term appears frequently on websites, in marketing materials, and during introductory meetings with prospective clients. Read more…
What Happens After You Hire a Financial Advisor? A Step-by-Step Look at the Process
There often comes a point where managing your financial life starts to compete with the things you'd rather be doing. As wealth grows, so do the moving parts: investments, taxes, equity compensation, estate planning, charitable goals, and major financial decisions. What once felt manageable can Read more…
