May 5th, 2020 | 12 mins 11 secs
3 months savings, 6 months savings, budget, coronavirus, covid19, fdic insured bank account, financial advisor, financial planning, hippa, home insurance, pandemic, ppp, retirement, retirement planning, savings, savings account, stimulus check
Join Sequoia advisor Sara Gans and Chief Growth Officer, Leon LaBrecque as they discuss smart things you can do for your finances while quarantined at home during COVID-19. Learn ways you can protect yourself, your family and your assets as well as save for the future.
May 1st, 2019 | 6 mins 25 secs
certified financial planner, cfp, commission based, fee based, finance, financial planner, financial planning, registered investment advisor, retirement, ria, savings, wealth, wealth management, wealth planning
Although many different labels are used, there are really just three types of financial advisors in the industry:
- Fee-based and
- Independent and fee-only.
While there are excellent advisors in all three categories, and there is a place for each in this field, it is important for any informed consumer to understand how each is compensated, and how that can impact the advice the advisor delivers.