Choosing a Financial Advisor

3 advisor-client models: Which is best for you?

By Marc Lewyn   |   September 16, 2009

If you're choosing a financial advisor, the advisor-client relationship is probably important to you. There are three different financial advisory models with fundamental differences in the structure of that relationship. Here's a look at the different models.  Read More

Money – Friend or Foe?

August 21, 2009

When you are young and of modest means, mistakenly believing that money represents security, for example, can encourage you to increase earn more and spend less to feel more secure. But once you become wealthy, continuing to link money to emotions can be harmful because it can artificially restrict your ability to use your money.   Read More

Life is Short

July 21, 2009

We have all experienced the death of a close friend, and during those times, we often comment that life is short. Undoubtedly, that is true – the years fly by with increasing speed.   Read More