Entries by David Hunter

Stock Brokers vs. Fiduciaries- Do You Know The Difference?

Tony Robbins recommends this short video clip in his new book, Money: Master The Game. This is a great explanation of the difference between brokers and financial fiduciaries.  Most brokers call themselves “financial advisors” or “financial planners,” but less than 10% of them are actually fiduciaries.  Robbins advocates for using an Independent Fee-Only Fiduciary in order to protect investors from deceptive […]

The Recipe for Building a $1 Million Retirement Plan

The 401(K) has become America’s number one way to save for retirement.  The stock market’s recent bull streak has not only pushed the average 401(k) plan balance to record highs, but also boosted the ranks of a new breed of retirement investor: the 401(k) millionaire.  To join this “Million Dollar Club,” you need to learn all the right ingredients to […]

Would people possibly mistake someone completely unqualified to handle their finances?

The fact is, anyone can claim to be a financial advisor. There is a big difference between stock brokers, insurance agents, salesman, and CERTIFIED FINANCIAL PLANNERS. Do you know the difference between fee-only and fee-based?  Does your financial adviser sell products to make commissions?  Fee-Only advisers do not sell any financial products! To bring awareness to […]