Financial Advisors

Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…

Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.

Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…

Watch to learn about the need for financial planning at scale and discover why we started Boldin.

Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.

Get help with your financial plans. Discover 6 free and paid resources. We make planning affordable, available, and understandable.

Want an advisor who works for your best interests? Find someone who acts as a fiduciary. Find out what that means and why its important.

Learn more about how you can collaborate with a CERTIFIED FINANCIAL PLANNER professional to ensure you meet your goals.

Is a financial advisor worth it? Explore 12 tips to help you assess if you need or should work with an advisor. Read now!

You want your money to grow. Is an advisor worth it? Should you pay fees based on your assets or an hourly fee. Learn what is right for you.

Episode 53 of the Boldin podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and future of wealth management. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to discuss this podcast, suggest…

Most people approaching retirement have doubts and worries about financial security. Research suggests that taking steps to organize your finances, project your money forward and create a written plan can greatly alleviate concerns and make you feel more confident about money overall. And, working with a financial planner is one way to boost your financial…

Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. The question is, do you have good resources for reliable retirement information? More importantly, can you retire AND have a secure future without talking with a retirement professional? The answer to this question might be a little more complicated.…

Pensions have pretty much gone away.  We spend 20 to 30 years in retirement.  And Social Security covers only a fraction of our retirement expenses. This means we are pretty much responsible for saving everything we need for retirement on our own. This may seem like a daunting challenge; some people might consider the help…

Financial advisor fees can be confusing because different kinds of financial advisors have various ways of charging for their services. These are the most common types of fee structures: commissions; flat or hourly fees; assets under management (AUM); and fee-based (a combination of fees and commissions). All of these payment methods are used by legitimate…

How often have you met with your financial planner? Never? Many people are afraid of contacting a financial planning professional sometimes because they don’t think they have enough to invest or because they are afraid they will be sold products they don’t need. On the other hand, there are so many considerations when planning for…

As you near retirement, you may decide it’s time to have someone help make sure you are set up for a successful future. We could all use financial advice. But how to find a good financial advisor is the more important question. Unfortunately, more than 12% of financial advisors who are registered in the U.S.…

The best financial advisors offer many benefits to their clients. However, many of us think that they only provide advice on investments to extremely wealthy people. Financial advisors can offer you confidence, security and a secure retirement plan.Here are six things that financial advisors do to benefit clients of all levels of wealth. 1. Financial…

While there are many different reasons people turn to financial advisors during their life, the majority turn to them for one reason: retirement. While most people seek out financial advice for retirement, other big life events also prompt Americans to seek out financial planners, including divorce and the death of a close family member.Here are…

A lot of people approach retirement by their own wits. This can be a decent way to plan – nobody knows your finances and hopes for your future as well as you do. No matter your financial expertise or lack there of, you at least know what you want. And, the wrong financial advisor –…

Episode 20 of the Boldin podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the future of financial advice after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries and…

The past month has seen some wild dips in the stock markets. Nothing yet too terribly miserable for most, but enough to make us jittery. Should we be worried about a stock market correction? The easy answer is yes. After all, investing in the stock market is inherently risky and today’s world feels more unpredictable…

Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how to improve and secure retirement income. I saw presentations, met up with insiders in the financial services industry and found a few ideas to help you have a better…