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.

My Perfect Advisor Get Matched to Your Ideal Financial Advisor

  • Should You be an Ambidextrous Investor?
    by Nicholas Stuller on April 15, 2021

    By Peter Mastrantuono When it comes to security selection investors commonly rely on either fundamental stock analysis or technical stock analysis. Because each approach is so different in the factors they consider for what will drive the price of a […]

  • The Top 7 Financial Literacy Month Offerings
    by Nicholas Stuller on April 14, 2021

    By John Drachman The U.S. Senate, Consumer Financial Protection Bureau (CFPB), the Federal Reserve Board and more than 100 other federal agency and private partners want to help you – and your children – become more financially literate and then, […]

  • What is a Tax Risk Statement?
    by Nicholas Stuller on April 13, 2021

    By Thomas Kostigen It is said that two things are certain for people: death and taxes. For corporations, those two things are less certain. Companies can live on ad infinitum. One Japanese construction company, for example, has been continually operating […]

  • Myth Bashed: Financial Planners for the Young
    by Nicholas Stuller on April 12, 2021

    By Nicholas W. Stuller Angela Poupart, the daughter of missionaries, is thirty-one and grew up in the Midwest. Due to good parenting, Angela was unaware she came from a lower income household. Early on, she was taught the perspective that climbing the […]

  • RELPs: Real Estate Investing Option
    by Nicholas Stuller on April 9, 2021

    By Lee Sherman High net worth investors have many options for investing in real estate including private equity funds, real estate investment trusts (REITS) real estate mutual funds, crowdfunding, and self-managed investments. But there is another […]

  • Protecting Against COVID-19 Money Scams
    by Nicholas Stuller on April 8, 2021

    By Peter Mastrantuono The coronavirus pandemic not only changed the way Americans live and work, but it ushered in new and more sophisticated financial scams aimed at both individuals and small businesses. While individuals may think they are too savvy to […]

  • Advisor Soloists Join the Ensemble
    by Nicholas Stuller on April 7, 2021

    By John Drachman For many investors the financial consequences of living through a pandemic have outstripped their investment-centric approach to managing their money. Throughout 2020 wary investors expanded their search for advice beyond investments to a […]

  • What’s Driving ESG Growth?
    by Nicholas Stuller on April 6, 2021

    By Thomas Kostigen By now investors should know that environmental, social, and governance (ESG) investing is the hottest segment of financial services. In less than five years, the amount of money invested in the ESG sector — whether in mutual funds or […]

  • One Question Can Change Your Retirement Plans
    by Nicholas Stuller on April 5, 2021

    By Nicholas W. Stuller Sophia (not her real name) is in her forties, divorced, and has two girls both in their twenties. She is a unique investor because for over fifteen years she has worked at a consulting firm that serves all types of financial […]

  • Divorce Financial Planning for the Very Wealthy
    by Nicholas Stuller on April 2, 2021

    By Lee Sherman Arguments over money are a leading cause of stress in most relationships.  And the more money you have, the more it could cost you. When they lead to irreconcilable differences, it may be time to lawyer up. Add to that the fact that, […]