February 7, 2014

Can you tell if an advisor is qualified? 

June 17, 2011

Last week, a broker-dealer (owned by a major financial advisory firm and insurance company) asked its advisors to sign “letters of support” to show they will move their client accounts wherever the broker-dealer may sell them.

 

This broker-dealer has been the subject of...

June 1, 2009

Industry consolidation and frustrated brokers have left many families wondering if they should move their accounts to their broker’s new firm

 

Your phone has been ringing from your broker like never before. She’s not calling to talk about the market, or changes to your...

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Clear Financial Advisors-Best Detroit Advisors (WXYZ/ConsumerAffairs)

July 17, 2019

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Detroit, Ann Arbor, and online fee-only, fiduciary financial advisor blog / podcast on retirement, investments, economy, taxes, 401k, 403b, Roth, IRAs

online fee-only fiduciary financial advisor blog robert schmansky

A Clear and Intentional Investment Plan

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