Looking for a Financial Advisor

By Anonymous Questions, September 14, 2012

I am looking for a Financial Advisor and wanted to know what key questions to ask, how to pick one out, and any other help available. It seems they all put charts in front of me with the intention of telling me in ” hypothetical ways ” how my money will best be placed to work the hardest. Yet not one them has offered any Stock fund with good companies reinvesting dividends. All want mutual funds. Is your philosophy basically do it yourself?

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3 Comments on " Looking for a Financial Advisor"

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Travis Johnson, Stock Gumshoe
I’m not sure where you’re distinguishing between “stock funds” and “mutual funds” — most financial advisors probably focus much more on asset allocation than on the specific investments, you can most easily allocate money to dividend-paying companies by buying a basket of companies yourself or by buying an ETF or a mutual fund. I can’t give you personal advice, but I can tell you that I have somewhat less than half of my portfolio in indexed or broad mutual funds and the rest in individual securities — largely because I like researching and selecting stocks. And the first question I… Read more »
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The first thing to do in hiring a Financial Advisor is to find out all about him ,where he’s been ,what as an advisor is his strong points. Find out his whether he’s just in the business to get a commission, or is he interested in helping his clients. Shop around remember nobody cares about your money like you do .Be diligent


Best advise with all the uncertainty of the market, the economies around the world discontent in the Middle East and the drastic different directions the tax laws could take with the toss of a coin election we have coming is Energy MLP’S and silver. IMHO

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