"Many people assume their best bet is to sign on with one of the big brokerage firms. But in my experience, often the brightest and most thoughtful advisers are at smaller financial planning shops. So don't be put off if an adviser works alone or with just one or two others."

Jonathan Clements
Wall Street Journal



ASK YOURSELF
• Is my financial advisor just trying to sell me a product?
Why does he only recommend one type of investment (i.e. mutual funds, annuities)?
• How do I know if my advisor is looking out for my best interests?



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PRESS AND NEWSLETTERS

Market Update – July 21, 2016
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Market Update – June 27, 2016
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Market Update – June 9, 2016
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Market Update – May 20, 2016
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Market Update – April 14, 2016
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The Added Value of Financial Advisors


SEC Guide to Selecting a Financial Professional
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NCM Tips for Selecting a Financial Professional
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10 Things To Know About Hiring an RIA
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