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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. of the index by market capitalization. The value side of the market, measured by the Russell 1000 Value Index, remains in stark contrast. market has, of course, more history.

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Market Update – February 2025

Tobias Financial

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments. Tune in as Chad shares his perspective and analysis on whats shaping the market today.

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Presidential Elections: What Do They Mean for Markets?

Tobias Financial

In financial circles, this will inevitably include discussion of the potential impact on markets. But should elections influence long-term investment decisions? For context, it is helpful to think of markets as a powerful information-processing machine. This makes consistently outguessing market prices very difficult.

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101 Ways Advisors Can Add Value And Attract Their Ideal Clients

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

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Getting Found – Your Google My Business Listing and the New SEC Marketing Rule

Midstream Marketing

One of the biggest challenges that most investment advisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one. A lot has changed even in the 40 years since the Investment Advisor’s Act was last amended.