Everyone could use personal financial advice throughout their lives – whether it be choosing the best IRA, saving for your kids’ college, investing locally or globally, or even how to invest properly for your retirement. We’re proud to have partnered with My Perfect Financial Advisor for all of this great financial advice that you find on this page, and hope that you find it helpful, too. To learn more, you can visit myperfectfinancialadvisor.com.

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  • Pros and Cons of Fully Delegating to Your Advisor
    by Nicholas Stuller on October 19, 2021

    By Nicholas W. Stuller Investors often ask is what is better for an investor, an advisor that takes investment discretion, meaning the advisor makes investment decisions without getting permission by the client prior, or one that does not, meaning […]

  • Understanding the Role of an Advisor’s Custodian
    by Nicholas Stuller on October 15, 2021

    By Lee Sherman When doing your financial planning, it’s a fair bet that you haven’t given much thought to where your assets are kept. For many investors, one federally insured bank is as good as another. But, if like many investors, you’ve lost […]

  • Letting the Dividend Tail Wag the Investment Dog?
    by Nicholas Stuller on October 14, 2021

    By Peter Mastrantuono Perform an internet search on “weekly dividend stock portfolio” and you’ll get a surprising amount of written and video content on how to construct a stock portfolio that will provide you with weekly dividend income. The idea […]

  • Should You Invest in Food?
    by Nicholas Stuller on October 12, 2021

    By Thomas Kostigen Food prices are soaring. Food inflation has broken records in recent months, hitting all-time highs in August because already strained supply chains faced further pressures from the COVID-19 pandemic. An increasing global population […]

  • How to Claim Life Insurance Benefits
    by Nicholas Stuller on October 8, 2021

    By Lee Sherman Since life insurance benefits go directly to the beneficiary named in the policy and never become part of the deceased’s estate, when claiming them you’ll be spared having to go through probate and receiving your benefits should be […]

  • 7 Tips for Resolving Investor Disputes
    by Nicholas Stuller on October 7, 2021

    By Peter Mastrantuono Last year there were 3,902 arbitration cases initiated by individual investors against their broker. The three top investor disputes involved breach of fiduciary duty (not acting in the client’s best interest), negligence and […]

  • 3 Steps for Establishing a Successful Family Legacy
    by Nicholas Stuller on October 6, 2021

    By Brian Littlejohn Your family’s legacy is as much about providing for future generations financially as it is about shaping how you wish to be remembered. While a carefully crafted estate plan is important, preserving generational wealth also requires […]

  • Who’ll Win the EV Race?
    by Nicholas Stuller on October 5, 2021

    By Thomas Kostigen Which company will come out on top in the race to sell the most electric vehicles? Ford is focused on an EV future, and recently said it has received a huge amount of interest in its F-150 Lightning; 150,000 reservations have been made. […]

  • Does Behavioral Finance Affect You?
    by Nicholas Stuller on October 1, 2021

    By Lee Sherman The more cynical among you immediately recognize that emotion can play an out-sized role in how successful you are as an investor. So much so that there’s even a term, risk tolerance for how you feel about acquiring and losing wealth that […]

  • When Dollar Cost Averaging Makes Sense
    by Nicholas Stuller on September 30, 2021

    By Peter Mastrantuono Many investors practice dollar cost averaging through regular, periodic investments in their 401(k) accounts. In situations where an investor has a lump sum of cash to invest from a sudden windfall or bonus payment, they are faced […]