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Financial advice better from a fiduciary than a broker
San Diego Union Tribune
The more assets you are responsible for, the more sense it makes to use an RIA (registered investment advisor) with fiduciary responsibility rather than a broker, who has a much lower level of responsibility, as well as built-in conflicts of interest.
When buying financial advice, ask about commissions, fees
San Diego Union Tribune
Use a fee-only RIA model that aligns the interests of the advisor with yours.
Some pitfalls of searching for a financial planner
San Diego Union Tribune
Key Points: 1) Use advisors that use DFA funds. 2) Use Don Trone’s Center for Fiduciary Excellence (CEFEX) to find a certified fiduciary advisor.
The benefits of index funds, and a Web site to bookmark
San Diego Union Tribune
Passive investing routinely outperforms active investing. On your own: Build and occasionally re-balance a portfolio of diverse passive funds. If using an advisor: Use one that uses DFA funds to build and re-balance portfolios for you.
50 years and counting for S&P's index of measuring growth
San Diego Union Tribune
Benchmark your actual investing performance; S&P 500 is one good general one to use even though it only represents the largest 500 USA stocks and therefore is not very diversified. Only benchmarking over long periods of time, greater than 5 years, is meaningful.