Is your financial advisor a fiduciary? Are you aware of how fiduciary management in Scottsdale works? Simply put, fiduciary standards require financial advisors to put your needs before their own. Many investors believe all financial advisors have their best interests at heart. But, that may simply not the case. It
Given the large number of financial advisors in the Phoenix metro area, finding the best match for your requirements can be tricky. To help you narrow your search, AdvisoryHQ News released its 2016 ranking of top financial advisors in Scottsdale and Phoenix. AdvisoryHQ News, an online news media, provides extensive
How do robo-advisors compare to traditional financial advisor services in Scottsdale? The major difference between the two revolves around what services are provided and how they are delivered. According to Investopedia, a robo-advisor is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of
Hiring financial consultants in Phoenix can be a complicated process. After all, your financial well-being is on the line. You want to maximize your investments while minimizing risk. You want to ensure a financially secure retirement. And you want to be sure your family is protected and your estate is
At the start of every new year, financial advisors in Phoenix will start making recommendations to their clients. There is no shortage of tips and strategies on how best to manage your money given the current climate. Some of the recurring advice given by the experts include the following: Take
All types of financial advisors exist today. Some may be certified; others may not. But what does it mean to be certified? And should you only consider working with a certified financial advisor in Scottsdale? Financial advisor is a broad term and can be used to refer to any professional
Do you know how to determine the top financial advisors in Scottsdale? The best suited financial pros are typically the ones who offer a combination of hard and soft qualifications – meaning they combine certain personal attributes with their education, experience and industry credentials. Evaluating professional qualifications is fairly straightforward.
A quick Google search will deliver many different points of view when it comes to fee-based versus commission-based financial advisors. Although each model can produce a high-performing portfolio, working with a fee-based financial planner in Phoenix eliminates the “conflict of interest” risk. Commission-based financial advisors are compensated by commissions earned
Just like the Baby Boomer generation before them, the millennials have unique traits and preferences. Because they are establishing their careers and beginning to build families, the millennials represent a significant demographic group for financial advisor services in Scottsdale. A millennial is generally defined as someone born between 1982 and
The recent one-quarter of a percentage point increase was the Federal Reserve’s first rate hike since 2006. According to financial consultants in Scottsdale, the Fed’s decision to raise interest rates probably won’t have much impact on your wallet in the near-term. But investors should understand this move is likely to
We are available to service anyone in the United States and our primary customer base is from Arizona and the Southwestern US and in particular: Scottsdale • Paradise Valley • Phoenix • Chandler • Mesa • Tempe • Surprise • Glendale • Cave Creek • Peoria • Tucson • Sedona. Advisory services offered through WealthTrust Arizona, a registered investment advisor. WealthTrust Arizona does not engage in the trust business in the state of Arizona or in any other jurisdiction. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.