Book description
An accessible guide that contains the tools needed to find
trustworthy financial assistance
Given the events of the past two years-from bankruptcies to financial
scams-it is more important than ever that investors understand who
they are hiring to handle their finances.
Getting Started in Finding a Financial Advisor explores the
important relationship between an investor and their financial advisor
and examines how you should go about finding potential candidates.
Along the way, it shows you how to interview and check the credentials
of six key types of advisor so that you can spot and avoid rogues,
scam artists, and incompetents. You will also learn how to understand
what can happen if the institution or the advisor ends up in financial
or legal difficulty. This insightful and useful guide
- Helps you determine the kind of advisor best-suited for your situation
- Provides interview questions, discusses what credentials really
mean, and which are important
- Explains in detail the issue of fiduciary responsibility of
financial advisors, so you can find helpers who are on your side
Most people who give advice about money are trusted without actually
earning that trust. Getting Started in Finding a Financial
Advisor helps you set the highest standards, allowing you to
locate professionals who can be trusted to protect your financial
well-being and help you prosper.
Chuck Jaffe is a Senior Columnist for MarketWatch.
His work is syndicated nationally to an audience of more than twenty
million readers per week, with his "Your Funds" column being
the most widely read feature on mutual fund investing in America. Upon
joining MarketWatch in 2003, Jaffe created the "Stupid Investment
of the Week" column, a quirky feature that highlights the flaws
that make for bad investments. In addition to MarketWatch, Jaffe
provides regular guest commentary for Nightly Business Report
on public television and for All Things Considered on National
Public Radio.
