Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor. If you want to know where you (and most importantly, your finances) stand, you need to be proactive and ask the right questions of anyone giving you financial advice. There is a high cost of being too trusting. This book is examines how people to interview potential candidates and check the credentials of six key advisorsbrokers, money managers, insurance agents, lawyers, tax preparers, and real estate agentsand how to understand what can happen if the institution or the advisor ends upin financial or legal difficulty. Among the topics discussed are how to interview professionals, how to check references, what credentials really mean and which are important, how to maintain control in professional relationships, and much more.Chuck Jaffe (Cohasset, MA) is senior columnist for MarketWatch. His work is syndicated nationally to an audience of more than 20 million readers per week, with his Your Funds column being the most widely read feature on mutual fund investing in America. Upon joining MarketWatch in 2003, Chuck created the Stupid Investment of the Week column, a quirky feature that highlights the flaws that make for bad investments. His stories, and the investments he has attacked,represent an incredible rogues gallery of dreadful issues, from which he believes investors can learn to do things the right way. In addition to MarketWatch, Chuck provides regular guest commentary for Nightly Business Report on public television, and for All Things Considered on National Public Radio. Chuck has also worked in radio, hosting MoneyLife on WBIX-AM in Boston.
- ISBN: 978-0-470-53878-4
- Editorial: John Wiley & Sons
- Encuadernacion: Rústica
- Páginas: 272
- Fecha Publicación: 12/05/2010
- Nº Volúmenes: 1
- Idioma: Inglés