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  Evaluate historical investment performance, but only after using other investment screening criteria - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Choosing only from among mutual funds and ETFs that have performed very well in the past can lead to significant selection mistakes and inferior personal portfolio returns. Previous superior or average fund performance simply does not predict similar fund performance in the future. However, there is modest evidence that substantially inferior past fund performance is more likely to lead to continued inferior performance in the future, which is probably due to the excess costs of substantially infe...
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  Excessive investment costs are a huge problem for individual investors - Personal Investment Management > Cost Control and Investment Performance Improvement Articles - Financial Articles, Concerning asset management fees charged by investment funds, the average investor pays about .3% more than necessary on money market funds, about .75% more than necessary on bond funds, and about 1% more than necessary on stock funds. Additionally, they pay sales charges, hidden transaction costs, marketing fees, and account holding fees that siphon away more of their assets and returns. The amount wasted is very substantial, because these seemingly small percentages are charged against trillions of dollars in assets. Paid year after year, excess management fees reduc...
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  Fee-only compensation aligns the interests of clients and their financial advisors - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, Several important considerations favor using fee only advisors over advisors who accept third party commissions and other payments. Fee only payment arrangements with advisors allow clients to 1 maintain trust and reduce unethical behavior, 2 separate financial decisions from purchases, and 3 obtain lower cost financial products.
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• Fee-Only Compensation Aligns the Interests of Clients and their Financial Advisors - The Skilled Investor provides free pers...
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  Financial planner and investment advisor compensation paid by clients - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, There are three primary types of client paid advisor compensation hourly fee, fixed fee, and asset fee. The decision to pay directly for planning advice may be prompted by disappointment in prior experiences with commissioned advisers.
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  Financial planner and investment advisor compensation paid by third parties - Financial Advisors, Investment Counselors, and the Financial Industry > Payment of Investment Advisors, Financial Planners, and Investment Counselors - Financial Articles, How an advisor is compensated can be a very important issue. There are three primary types of third party or commission based compensation commission only, fee based commission, and fee offset commission. With commission only advisors, there is no direct cost to the client for planning and advice. The advice appears to be free, but it is not. Most clients find that ‘planning’ conversations focus quickly on the purchase of products through a commissioned advisor.
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• Financial Planner Pasadena
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• Financial Planning Software: Investment Software and Money Calculators.
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• Finding state regulators of securities brokers, investment advisors, insurance agents, and insurance brokers - Financial Adv...
  Finding state regulators of securities brokers, investment advisors, insurance agents, and insurance brokers - Financial Advisors, Investment Counselors, and the Financial Industry > Regulation of Financial Advisors and Investment Advisers - Financial Articles, Each state may have one or more government organizations that regulate “advisors” who offer securities, insurance, and other services. The various states differ in how their regulatory functions are organized. Some have centralized agencies and some have multiple agencies that split regulatory responsibilities.
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