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Objective Personal Finance Answers Are Hard to Find


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The Problem – Straight answers about personal financial planning and investment management are difficult to find

In this article, The Skilled Investor summarizes some of the significant problems faced by ordinary individuals, when they attempt to plan their family finances. This is the first in a series of articles that will provide scientifically grounded decision rules that address these problems. Sign up for an RSS feed in the right hand column to stay tuned.

Even if they are intent upon doing better with their personal financial planning, many people are confused and frustrated about how to approach personal finance and [...]

Fee-Only Financial Planner and Investment Advisor Groups


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Members of certain financial and investment advisory groups have chosen to work with their clients solely on a client-paid “fee-only” basis.

Members of certain fee-only advisory organizations have pledged to work with their clients through fee-only compensation arrangements. These organizations do not issue certifications. They are membership organizations.

National Association of Personal Financial Advisors (NAPFA)

NAPFA registered financial advisors sign a fiduciary oath attesting that they will not receive any compensation for their services other than that provided by their clients. (See: http://www.napfa.org )

To become NAPFA registered, an advisor must:

provide a copy of their completed Form ADV hold [...]