Picking a Financial Advisor

When selecting a financial advisor, it is important first to interview them and ask good questions. Here are some articles and lists of questions to get you started:

10 Questions to Ask a Financial Advisor (pdf chart)

Ten Questions to Ask a Financial Advisor, article by David John Marotta (2011-05-02)

 

Articles to read when considering a financial advisor:

You Deserve a Fiduciary Standard of Care, by David John Marotta (2010-12-06)

Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments, by David John Marotta (2009-01-12)

Safeguard #2: Walk Away from "Too Good to Be True," by David John Marotta (2009-01-19)

Safeguard #3: Insist on Publicly Priced and Traded Investments, by David John Marotta (2009-01-26)

Safeguard #4: Buy Investments That Trend Upward, by David John Marotta (2009-02-02)

Safeguard #5: Understand Your Investment Strategy, by David John Marotta (2009-02-09)

Safeguard #6: Recognize And Avoid Financial Hooks, by David John Marotta (2009-02-16)

Safeguard #7: Avoid Investment Advisors Who Sugarcoat Reality, by David John Marotta (2009-06-22)

Safeguard #8: Avoid an Advisor with a Lavish Lifestyle, by David John Marotta (2009-06-29)