If you are looking to hire a financial advisor, this post will discuss some questions to ask before you do. It’s important to hire an experienced financial advisor who actually also has more wealth than you do. Imagine learning how to cook from someone who only knows how to operate a microwave oven. Yum! Those […]
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Although I’m a DIY investor and encourage people to figure out how to invest themselves, there’s absolutely a place for hiring a financial advisor or investment manager. Back in 2015, I did some consulting for a startup called Motif Investing down in San Mateo. I remember talking with a person in marketing about what she
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Are you wondering about Personal Capital versus Vanguard Personal Advisor services to manage your money? You’ve come to the right place as I’ve spent hundreds of hours reviewing both. Further, Financial Samurai started in 2009 and is one of the premier independently run personal finance sites with over 1 million organic visitors a month. Personal
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We all suffer from some level of financial insecurity because society can be cruel. The future is always unknown, as the global pandemic has shown us! Financial insecurity is the reason why we tend to stay in cash long after the signs of a recession are over. Financial insecurity is the reason why we work
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Personal Capital is one of the leading robo-advisors today with free financial tools for everyone to use. They compare very favorably to other robo-advisors due to their hybrid human + digital solution. What’s been unique about Personal Capital since they first began in 2009 is that they always deployed algorithmic advice plus human advice to help
How Does Personal Capital Compare To Other Robo-Advisors? Read More »
The two most popular digital wealth managers today are Wealthfront and Personal Capital. They are both based in my hometown of San Francisco, and I’ve met with the senior management of both over several meetings throughout the years. No other reviewer has conducted the same amount of thoroughness or has the same amount of access. Wealthfront and
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Ever wonder the demographics of who else is reading and commenting on Financial Samurai? I’ve always felt the community here is one of the most financially savvy on the web based on my interactions with so many of you. This post will thoroughly highlight the Financial Samurai reader demographics. Polls are a great way to
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The average advisor fees charged by brokerage range from 0.63% to 1.17%, depending on client assets. In general, average advisor fees have been coming down over time due to pressure from robo-advisors like Empower, Wealthfront, and Betterment. This is great for clients looking to save on brokerage advisor fees. The wealth advisory business is great
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Do you know what’s fun and free? Dreaming BIG! A while ago, I thought: Can Financial Samurai be the next billion dollar financial technology company? After all, all my writing is from firsthand experience. Further, you are seeing a lot of personal finance sites grow with a bunch of inexperienced freelances. As kids, we use to
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The following is a guest post by Neal on what to know before hiring a financial adviser… When you want to improve your finances, you may wonder if you should hire a financial adviser. During strong markets, anyone can make money. And during weak markets, everyone tends to have losses. For the most part, all
Hire A Financial Adviser or Lose Money All By Yourself For Free? Read More »
